For IT teams: route completed client rows to folders
For IT teams: route completed client rows to folders
IT teams see completed client rows scattered, causing clinicians to use outdated records. This flow routes completed rows and files into program worksheets and clinician folders so staff use updated organized records.
Overview
Scattered completed rows and attachments create operational friction and force clinicians to reference outdated records. Centralizing routing into program worksheets and clinician folders creates a single source of truth, eliminating manual copy errors and ensuring clinicians and ops work from updated organized records.
Notable Features
- Route completed rows to worksheets
- Move client files into clinician folders
- Lookup and assign clinician folder