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Create client check-in records from incoming check-in forms

Your weekly client check-ins arrive unstructured, leaving coaches without clear progress notes. They become structured check-in records for coaches and coordinators to review same day.

Create client check-in records from incoming check-in forms

Overview

Stop letting weekly client check-ins arrive as scattered messages. This flow captures each check-in as a structured record and updates client profiles so coaches and program coordinators can triage and respond same day.

Create client check-in records from incoming check-in forms