Move client check-in card and log weekly responses
Move client check-in card and log weekly responses
Your client check-ins post without context to the board, making triage slow. Routes the card and appends notes so RED cases are prioritized within 48 hours.
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Overview
When client check-ins arrive as isolated submissions, coordinators spend time hunting for context and urgent cases can be missed. This flow centralizes responses on the correct board list and appends structured notes so RED responses are visible and acted on within 48 hours.