Update contact records with evaluation date and time
Update contact records with evaluation date and time
Your evaluation calendar entries sometimes miss contact context, leaving clinicians without prep details. This writes eval date and time into the contact record so teams see details same day.
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Overview
If evaluation events aren't linked to contacts, clinicians and coordinators lack context before sessions and intake slips through the cracks. This flow writes the evaluation date and time into contact records automatically, so your intake team and therapists see appointment details the same day.