Keep intake records current when appointments are scheduled

Intake coordinators lose details when evaluation events are added to calendars, causing duplicate outreach and scheduling errors. It updates intake records and alerts clinicians with accurate status.

Overview

Missing intake details cause duplicate outreach and scheduling friction that undermines care coordination. This workflow ties calendar bookings to client records and notifies referrers and clinicians so appointments start with accurate client status, eliminating manual updates and prep errors.

Notable Features

Update or create intake records
Notify referrers and clinicians
Prevent duplicate outreach and errors