Skip to content

Send clinical support letter and update application records

Your application records miss attached clinical letters, leaving clients uninformed and case files incomplete. You get delivery confirmation and an updated application status same day.

Send clinical support letter and update application records

Workflow preview:

Zap details:

Overview

When application status changes, this workflow sends the completed clinical support letter to the client and notifies clinicians while updating the application record. That reduces manual handoffs and produces same-day delivery confirmations for program coordinators and admin staff.

Send clinical support letter and update application records