Send screening links and update records for clinicians
Send screening links and update records for clinicians
You create intake records without short screening links, so clinicians can't send questionnaires to clients. Receive short links by email and update the intake record so outreach happens same day.
Overview
Manual link generation creates friction and delays patient screening. This flow produces short screening links automatically, emails them to the assigned clinician, and updates the intake record so outreach happens the same day. That reduces administrative churn and keeps appointments on schedule.