Update client master record from updated sheet row
Update client master record from updated sheet row
Your authorization tracker rows can drift from the client master, leaving coordinators without correct client IDs. This keeps client records aligned so billing and caseload tasks proceed on schedule.
Overview
When authorization rows fall out of sync, coordinators and billing staff spend time reconciling client IDs and authorization data. This flow writes updated authorization details straight into your master caseload so records stay aligned and billing proceeds before the next billing run.