Keep HR coordinators on top of screening records

HR coordinators miss retest cases and billable screenings when submissions aren't logged, causing follow-up and billing gaps. It updates records and flags retest/invoice so coordinators follow up.

Overview

Missed retests and billing lapses create program friction and unpaid work for HR coordinators. This workflow keeps participant records and submission counts accurate and flags retest/invoice candidates, eliminating follow-up blind spots and enabling reliable invoicing and program tracking.

Notable Features

Update participant records on submit
Flag retest and invoice eligibility
Increment participant submission totals