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Engineering: keep pre-visit calendars updated from intake board

Engineering coordinators miss intake date changes, causing field staff to get outdated appointments and coordinators to chase corrections. It keeps pre-visit calendar reminders accurate.

Engineering: keep pre-visit calendars updated from intake board

Overview

Missed intake date updates force field staff to work from outdated schedules and create reactive manual fixes. This workflow converts intake date changes into precise calendar actions so coordinators and field staff always see the correct pre-visit events. The result is fewer duplicate appointments and faster handoffs between intake and field operations.

Notable Features

  • Create calendar events from intake
  • Update existing events on change
  • Remove duplicate or outdated events

Engineering: keep pre-visit calendars updated from intake board