Set orientation booking flag on client profiles instantly
Set orientation booking flag on client profiles instantly
Your orientation bookings don't update contact records, causing missed follow-ups and intake delays. It updates contact booking status so you can complete intake and follow-up same day.
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Overview
When orientation bookings don't flag contact records, follow-ups slip and intake paperwork is late. This flow keeps client profiles current so program coordinators can complete intake and follow-up the same day.