Update contacts and notify teams for post-consultation surveys
Update contacts and notify teams for post-consultation surveys
Your post-consultation survey responses lack contact context, so coordinators can't prioritize follow-ups. Responses are added to the contact and pushed to coordinators within minutes.
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Overview
When post-consultation feedback lands disconnected from the contact record, coordinators waste time guessing priorities and follow-ups slip. This workflow attaches responses to the contact, pings coordinators in team chat, and routes clinician notices so follow-ups happen within minutes.