Process optimization manager: capture co-applicant participant profiles for timely outreach
Process optimization manager: capture co-applicant participant profiles for timely outreach
Process optimization managers lose opt-in co-applicant info on forms, causing enrollment gaps. This flow creates or updates participant profiles from each submission so outreach coordinators can follow up promptly.
Overview
Enrollment programs lose applicants when co-applicant contact info goes missing. This workflow turns every opt-in form response into a searchable participant record, eliminating follow-up gaps and letting outreach coordinators begin targeted enrollment promptly.
Notable Features
- Create or update participant profiles
- Apply opt-in status to records
- Notify outreach coordinators of new profiles