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Update client intake rows with counsellor profile data

Update client intake rows with counsellor profile data

Your intake items lack counsellor details, causing scheduling friction. The workflow fills profile fields so coordinators and clinicians have the context they need same day.

Update client intake rows with counsellor profile data

Overview

Intake rows that lack counsellor context slow down scheduling and create billing ambiguity for coordinators and clinicians. This flow enriches intake items with counsellor contact, rates, and availability so your team can triage and schedule clients the same day.

Update client intake rows with counsellor profile data