Keep client care tasks updated for exercise physiologists

Exercise physiologists miss follow-ups when master client sheet edits go unnoticed. Create/update project tasks from sheet edits so clinicians see current client details and start follow-up.

Overview

Missed spreadsheet updates cost care continuity and create extra admin for small practices. This workflow turns master client sheet edits into visible, actionable project tasks so the practice owner and clinicians always have accurate client details, reducing missed follow-ups and manual handoffs.

Notable Features

Create and update project tasks
Notify clinicians of client changes
Populate task fields with client data