Send confirmation email when pre-assessments complete for clients

Your client pre-assessment records marked complete can go unacknowledged, delaying clinician review and scheduling. The confirmation email lets intake coordinators begin follow-up same day.

Overview

If pre-assessments sit marked complete without acknowledgement, clinician review and scheduling slow down and clients wait unnecessarily. This flow sends a personalized confirmation within minutes of a completed record, so intake coordinators and clinicians can act same day and keep care on schedule.