Wellness practice owners: keep patient survey links current

Owners changing scheduled dietitians leave wrong survey links on contacts, causing delayed follow-ups. It updates contacts with the correct personalized survey link so coordinators can share it immediately.

Overview

Owners risk continuity gaps when contact survey links become outdated and follow-ups stall. This workflow ensures each contact record holds the correct personalized survey link, empowering care coordinators to share the right form and preventing missed follow-ups.

Notable Features

Update contact records with link
Generate personalized survey links
Notify owners and care coordinators