Send form responses and update registration visit record
Send form responses and update registration visit record
Your documentation form submissions can arrive without a linked visit record, leaving consultants without context. It emails the consultant and updates the visit record for same-day review.
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Overview
When inspection and policy forms arrive without context, consultants waste time chasing details and coordinators lose visibility. This flow ties each submission to the correct visit record and delivers the full responses to the assigned consultant, so your program coordinators get actionable information for same-day review.