Keep client program status current for ops coordinators

Operations coordinators getting status-check forms face stale contact records, causing coaching staff to miss client progress. It updates status on submission so coaches act on current progress.

Overview

Outdated contact records make coaching staff act on stale program progress and risk missed interventions. This workflow ensures every status-check updates the customer's record and surfaces at-risk clients for follow-up, so coaches act on current progress and missed handoffs are eliminated.

Notable Features

Update contact records on submission
Flag at-risk clients for follow-up
Notify coaching staff of changes