Keep SDQ intake records linked to bookings for marketing ops
Keep SDQ intake records linked to bookings for marketing ops
Marketing ops lose SDQ submissions, leaving clinicians without linked intake. Create or update each submission in the screening database and attach bookings so clinicians get consolidated intake.
Overview
Unlinked SDQ submissions create clinical blind spots and delay follow-up. This workflow creates or updates each submission in your screening database and attaches matching bookings so clinicians receive consolidated intake, eliminating manual lookups and preventing missed follow-ups.
Notable Features
- Create or update screening records
- Attach matching booking records
- Notify clinicians of new intake