Counselors: enroll new orientation clients in onboarding audio

Mental health counselors miss orientation touches when members aren't tagged, reducing engagement. It tags members and adds them to onboarding audio so counselors ensure consistent orientation.

Overview

New orientation members slipping through onboarding reduces engagement and completion. This workflow guarantees every new member is tagged and enrolled in onboarding audio, delivering consistent orientation and preventing missed follow-ups; teams report faster engagement and zero missed enrollments.

Notable Features

Add status tags to members
Subscribe members to onboarding audio
Segment orientation members for campaigns