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.

Calculate next check-in date and update client record

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.

Calculate next check-in date and update client record