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Update patient record and send setup email to respondent

Update patient record and send setup email to respondent

Your passing screening responses aren't flagged in CRM, leaving onboarding unsure which patients need setup. It updates the patient record and sends the setup email so onboarding can act the same day.

Update patient record and send setup email to respondent

Overview

Screening form passes often sit unflagged, causing onboarding to miss patient setup windows. This flow updates the patient record and issues the setup email automatically, so coordinators can act the same day and eliminate manual handoffs.

Update patient record and send setup email to respondent