Prevent mismatched participant and guardian records for ops
Prevent mismatched participant and guardian records for ops
Operations coordinators receive registrations creating mismatched participant and guardian records, risking eligibility errors and missed agreements. It links parent and participant records and exposes agreement status for enrollment.
Overview
Manual registration entry leads to mismatched guardian and participant records, creating eligibility risk and slowing enrollments. This workflow captures form submissions and creates or updates linked parent and participant records with visible agreement status, eliminating manual lookups and accelerating enrollment handoffs. Operations coordinators report fewer manual fixes after rollout.
Notable Features
- Create or update parent records
- Create linked participant records
- Expose agreement status and flags