Create NDIS consult task from new booking request
Create NDIS consult task from new booking request
NDIS consult bookings without contact context leave coordinators unprepared and risk delays. Capture booking details as CRM tasks so coordinators have prep-ready context and can follow up same day.
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Overview
Every NDIS consult booking becomes a prep-ready CRM task so your program coordinators and clinicians always have the client context they need. That reduces missed prep and enables same‑day follow-up, keeping sessions on schedule and improving client experience.