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Update contact status and create at-risk program task

Update contact status and create at-risk program task

Your post-session form responses lack context, leaving at-risk clients untriaged and coaches uninformed. Keep contact status current and create internal risk tasks so coordinators can act same day.

Update contact status and create at-risk program task

Overview

When post-session responses sit in a spreadsheet, coordinators can't prioritize clients at risk and coaches miss context. This workflow updates contact records and creates internal triage tasks so program coordinators and coaches can respond same day and keep clients on track.

Update contact status and create at-risk program task