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Create practitioner portfolio entry when completion tag applied

Create practitioner portfolio entry when completion tag applied

Untracked course completions leave your practitioner records without dates or owners, delaying follow-ups. Create portfolio items automatically so coordinators can schedule next steps same day.

Create practitioner portfolio entry when completion tag applied

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Overview

When course completions sit only in marketing lists, scheduling and reporting grind to a halt. This flow turns a completion tag into a tracked portfolio item so coordinators see dates and can schedule follow-ups the same day.

Create practitioner portfolio entry when completion tag applied