Update schedule status for active client program records
Update schedule status for active client program records
Your client schedule records go out of sync when dates shift, leaving coordinators unsure which accounts need work. It sets clear schedule status flags so coordinators can triage follow-ups same day.
Overview
Daily schedule drift creates hidden work and stalled follow-ups; this flow turns ambiguity into clear, actionable status flags. Program coordinators and owners get prioritized accounts and same-day clarity so outreach and planning happen before the next review.