Add active family records to caregiver communication list
Add active family records to caregiver communication list
Your family records often lack updated caregiver assignments, leaving coordinators without current contact groups for onboarding. The result: coordinators get correct lists for outreach within minutes.
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Overview
When a family record shows a newly assigned caregiver, coordinators need accurate contact groups to run onboarding and outreach. This workflow keeps family lists current within minutes, reducing manual list updates and ensuring outreach happens on schedule.