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Update referral record and notify family and evaluators

Update referral record and notify family and evaluators

Your referral forms can sit unprocessed, delaying evaluations and consent collection. It updates the client sheet, attaches documents, and notifies families so coordinators can act same day.

Update referral record and notify family and evaluators

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Overview

When referral forms are updated mid-review, coordinators often scramble to reconcile records and schedule evaluations. This flow writes each submission to the central client sheet, attaches documents, and triggers family and evaluator emails so coordinators can act same day.

Update referral record and notify family and evaluators