Send professional form links and update record status

Your professionals miss form links when records request resends, causing extra follow-up and delayed submissions. Recipients get links and the record is marked sent for same-day tracking.

Overview

When a record is flagged to resend, manual emailing wastes program staff time and leaves tracking inconsistent. This flow sends personalized form links immediately and updates the record, so staff receive links within minutes and the send status is accurate same day.