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Send form copy to consultant and update record

Send form copy to consultant and update record

You lack consultant context when registration forms arrive unlinked, causing prep gaps and follow-up delays. Consultants get the response copy and the visit record updates for same-day follow-up.

Send form copy to consultant and update record

Overview

When registration forms arrive unlinked, consultants and coordinators lose crucial context and prep time. This flow attaches each response to the visit record and emails the assigned consultant, enabling same-day preparation and smoother follow-up.

Send form copy to consultant and update record