Calculate next check-in date and update client record
Calculate next check-in date and update client record
Your client records often miss the next check-in date, delaying outreach and forcing manual scheduling. Dates are computed and written so coordinators can act same day.
Overview
Missing next check-in dates force manual scheduling and slow outreach cadence for program coordinators. This workflow calculates the correct next date and writes it into the record automatically, so coordinators see updated schedules and can act same day.