Update client program records when program materials are sent
Update client program records when program materials are sent
Program records lack sent dates when messages send, leaving coordinators without follow-up timing. It tags the client record with sent status and date for same-day follow-up.
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Overview
When program messages go out, coordinators need accurate sent timestamps to schedule follow-ups; this flow updates client program records automatically. That removes manual logging work and keeps follow-up lists and reports accurate same day.