Update client survey status and cadence in records
Update client survey status and cadence in records
You miss outreach and reporting when client survey dates are stale or unflagged. Keep recency flags and cadence current so coordinators can prioritize follow-up and launch communications same day.
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Overview
When survey recency drifts, outreach and reporting fall out of sync and coordinators waste time triaging accounts. This workflow keeps client recency flags and scores current so program coordinators can prioritize outreach and act same day.