IT: Notify patients and archive rejected intake cards

Support agents leave patient applicants uninformed when rejected intake cards remain unarchived. This workflow sends a standard rejection email and archives the card, ensuring applicants are informed within minutes and records stay current.

Overview

Unresponded rejection notices leave patient applicants confused and create stale intake records that risk compliance gaps. This workflow ensures rejected applicants are informed and intake cards are archived, eliminating manual handoffs and preventing unresponded records. IT can enforce a consistent audit trail so support agents focus on active cases.

Notable Features

Send standardized rejection emails
Archive intake cards on rejection
Add audit note to intake record