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Update client assignment and notify team when hired

Update client assignment and notify team when hired

Your client records lag after a hire click, leaving coordinators without provider details. Updates to the client record and notifications get coordinators the info they need same day.

Update client assignment and notify team when hired

Overview

When a client confirms a provider, this flow updates records and alerts coordinators without manual steps, eliminating assignment gaps. It delivers provider and admin notifications and a record update within minutes so onboarding can start same day.

Update client assignment and notify team when hired