Project managers notify clinic managers when status changes
Project managers notify clinic managers when status changes
Project managers miss start dates when a client hits Schedule Services, delaying BT/BCBA coordination. Alerts notify the clinic manager so availability is confirmed and start dates are set.
Overview
Missed start-date confirmations cause scheduling bottlenecks and disrupt BT/BCBA coordination in clinics. This workflow routes the right client details to the assigned clinic manager so availability gets confirmed and start dates are finalized, removing manual follow-ups and preventing service delays.
Notable Features
- Notify assigned clinic manager instantly
- Include BT/BCBA and guardian details
- Create actionable start-date checklist