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Create client onboarding channel and post starter summary

Create client onboarding channel and post starter summary

Your new client referrals lack a dedicated collaboration channel, causing unclear handoffs and scheduling delays. You get a channel with intake details pinned so coordinators can act same day.

Create client onboarding channel and post starter summary

Overview

When new client referrals arrive, ad-hoc handoffs and missing context slow caregiver placement and frustrate families. This flow creates a ready-to-use channel with intake details pinned so program coordinators can triage and assign caregivers the same day.

Create client onboarding channel and post starter summary