Add client check-in responses to client card and list
Add client check-in responses to client card and list
Your client check-in responses sit in separate forms, leaving client cards missing context and follow-ups delayed. Keep client cards updated automatically so managers act on notes the same day.
Overview
When check-ins live only in forms, client managers miss context and follow-ups slip. This flow pins check-in notes to the client card and tags the contact so program coordinators can act the same day.