Keep operations coordinators' visit records complete and linked

Operations coordinators adding expediente records lose visit notes and form links, causing incomplete case histories. It creates a linked case with visit details and a pre-filled form link for review.

Overview

Operations coordinators lose context when visit details and form links are scattered across records. This workflow centralizes visit documentation by creating linked case records with pre-filled form URLs, ensuring coordinators can start review immediately and maintain an audit-ready history.

Notable Features

Create linked case records
Attach pre-filled form URLs
Populate visit details and dates