Questionnaires process each answer given and perform actions against a set of criteria defined by your firm. This criteria is called Case Qualification Criteria (CQC). CQC helps automate intake qualification and can change the navigation of a questionnaire.

Case Qualification Notification Example 

When a CQC rule is triggered, users are notified with alerts. These alerts can either inform or provide instructions.

User-added image

Was this article helpful?
0 out of 0 found this helpful