How to process a Health Evaluation Quiz Work Item?

Overview 

When a person takes the evaluation quiz (aka health quiz) in https://www.drberg.com/evaluation, there will be quiz record added to Dr. Berg Main Website. The CRM will load these records into the application as Health Evaluation Quiz Work Items (Work Item Type = Health Evaluation Quiz, Work Item Category = Quiz Result Consultations) and assign to the Dr. Berg Advisors so that they can follow up with the person on their quiz results and for further health consultation. 

Design

Sample