Keep leader orientation dates accurate for solutions directors

Solutions directors miss orientation dates in leader records, causing coordinators to miss follow-ups. Dates appear on the leader file so coordinators see schedules within minutes and coordinate onboarding tasks.

Overview

Missed orientation dates create duplicated outreach and broken handoffs in individual & family services programs. This workflow writes session dates to leader records and alerts coordinators so onboarding stays coordinated and missed follow-ups are eliminated. The result is cleaner participant records and faster handoffs between coordinators.

Notable Features

Write session dates to leader records
Notify coordinators of new bookings
Format calendar times for CRM