Principal investigator route scans to clinical intake inbox
Principal investigator route scans to clinical intake inbox
Principal investigators miss scanned trial docs, risking upload delays and compliance gaps. Emailing new scans to the clinical intake inbox eliminates manual forwarding so records get filed promptly.
Overview
Principal investigators risk compliance gaps when scanned trial documents sit in shared drives. This workflow routes every new scan to the clinical intake inbox and notifies coordinators, eliminating manual forwarding and ensuring records are filed promptly. The result is cleaner intake handoffs and fewer upload errors.
Notable Features
- Email new scans to intake inbox
- Attach scanned files as PDFs
- Notify study coordinators and PI