Update consult records from scheduled phone consult entries

Your consult form submissions lack intake context, delaying coach prep and triage. It writes submission answers into your consult table so coordinators have full intake before scheduled calls.

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Overview

When intake forms arrive detached from consult records, prep and triage slow down and coaches lack context. This workflow attaches each phone consult submission to the correct consult record so coordinators see full intake details within minutes, enabling smoother, better-prepared calls.