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Create and update client survey records in board

Create and update client survey records in board

Client survey entries arrive unlinked to case records, delaying remedial follow-up and creating inconsistent action. Surveys are pushed to your review board so coordinators can act same day.

Create and update client survey records in board

Overview

Survey responses often arrive unlinked and require manual reconciliation, which delays important remedial work. This workflow pushes updated survey entries into your review board so program coordinators and DSMs can triage and act on feedback the same day.

Create and update client survey records in board