Update participant records and flag retests from screenings
Update participant records and flag retests from screenings
Your screening submissions lack participant linkage, causing duplicates and missed retest flags. It keeps participant histories current so coordinators can schedule retests and invoice promptly.
Workflow preview:
Zap details:
Overview
Unlinked screening submissions create overhead and delay critical follow-up. This workflow consolidates submissions into participant records and applies retest and billing rules so coordinators can schedule follow-ups and invoice within one business day.