Send consent link to consultant with record update
Send consent link to consultant with record update
Your consent link requests lack a shareable URL, leaving consultants unable to send forms to clients. It sends a short link to consultant and flags the record so clients can access consent same day.
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Overview
Consent collection often stalls when consultants wait for a shareable URL. This flow generates a short link, emails the assigned consultant, and updates the record so program coordinators can complete intake the same day.