Update client board when stool test is ordered
Update client board when stool test is ordered
Your client test orders sit untracked when CRM tags aren't mirrored, delaying lab scheduling and prep. It flags the client row on your project board so managers and lab coordinators act same day.
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Overview
When CRM tags for lab tests aren't mirrored on your project board, scheduling and handoffs stall and coordinators scramble. This workflow writes an internal note and flips the client row to show a test order so project managers and lab coordinators see and act within minutes.