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Update care plan client records in your table

Update care plan client records in your table

Your CRM care plan client records can fall out of sync and miss anniversary dates needed for outreach. Keep the care plan table current so coordinators can run anniversary outreach same day.

Update care plan client records in your table

Overview

Out-of-date care plan lists slow program coordinators and cause missed anniversary outreach. This workflow keeps your central care plan table aligned with CRM changes so coordinators can act the same day and avoid manual list reconciliation.

Update care plan client records in your table