Send staged reminder emails to incomplete screener submissions

Your diagnostic intake deals miss completed screeners, preventing coordinators from scheduling assessments. Coordinators get clear next actions and unresponsive records are closed within 28 days.

Overview

Unfinished intake screeners create scheduling gaps and burden intake coordinators with manual follow-up. This flow sequences reminders and closes stale records so your support ops have a cleaner pipeline and clear next actions within the configured intake window.