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.
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.