Business owners: keep counseling module transitions logged reliably
Business owners: keep counseling module transitions logged reliably
Business owners lose module transitions when participant rows update, causing scheduling gaps. Add a transition row to the master counseling table on update so ops can schedule the next module.
Overview
Missed module transitions create chaotic scheduling and frustrate operations staff. This workflow turns each participant update into a recorded module-transition entry in your master counseling table, removing handoff guesswork. The result is predictable enrollments and zero missed follow-ups for operations.
Notable Features
- Create transition rows on update
- Notify ops of new transitions
- Keep master counseling table current