Send app invite email when patient row added
Send app invite email when patient row added
New onboarding sheet rows can leave patients waiting for app access and coordinators without key context. Patients get the app invite and your care team is alerted, keeping onboarding on schedule.
Overview
Unprocessed spreadsheet rows slow patient access and leave coordinators scrambling for context. This workflow guarantees patients receive the app invite and your care team gets the onboarding context within minutes, keeping handoffs on schedule and ready for first outreach.