Create one-month follow-up record from new card in tracker

Your client follow-up cards lack a single record, causing missed context and outreach delays. Create structured follow-up entries so you and your practice manager act before the one-month check.

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Overview

Missed or scattered follow-ups create risk and slow client service; when a follow-up card appears you need a single, actionable record. This flow captures card details and schedules the one-month follow-up automatically so associates and practice managers can act within days.