Send assessment questionnaires and update application status records
Send assessment questionnaires and update application status records
Your applications lack questionnaire links, delaying clinician scheduling. Clinicians get intake-ready packets same day once questionnaire emails are sent and the application is updated.
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Overview
When an application moves into the questionnaire stage, manual email assembly and chasing stalls bookings. This workflow builds grouped questionnaire links, sends the right emails, and updates the application record so clinicians have intake-ready materials same day.