Create triage task from new client bookings immediately
Create triage task from new client bookings immediately
Bookings that arrive only as calendar events leave counselors without intake context. This creates a triage item with booking details and form answers so staff can prep before the appointment.
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Overview
Bookings that only exist as calendar events leave intake teams scrambling and counselors underprepared. This workflow converts each booking into a structured triage task within minutes, giving program coordinators a ready checklist and ensuring counselors get client context ahead of visits.