Send new case manager survey email to staff

Your case manager survey responses land in a spreadsheet and often go unread, delaying triage and client follow-up. Send results to your owner and intake staff instantly for same-day action.

Overview

When survey feedback sits in a sheet, issues slip through and client follow-up is delayed; this flow delivers responses to your owner and intake staff immediately. That converts unread rows into same-day reviews and faster resolution of client concerns.