Update client progress record from external submission link
Update client progress record from external submission link
Your client progress items lack contact details and intake links after external submissions, causing onboarding delays. The workflow updates records so coordinators can follow up the same day.
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Overview
External signups often arrive without a linked client record, which stalls onboarding and wastes coordinator time. This flow finds the matching client record and updates contact details and an encoded intake link automatically, so coordinators can follow up the same day.