Send rights link to consultant and update record
Send rights link to consultant and update record
Your rights and responsibilities link entries often lack a short, shareable URL, so consultants can’t send screens to clients quickly. Get links emailed to consultants and keep records current same day.
Overview
When link entries arrive without short URLs, consultants stall on client screening and program coordinators spend time chasing links. This flow generates and emails short, shareable links within minutes and updates central records the same day so case managers can move forward without manual follow-up.