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John Opet

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    John Opet supported this idea  · 
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    John Opet commented  · 

    Create a workflow trigger that automatically create a workflow based on the Next Client Review Meeting. This will allow individuals to set their annual review meeting reminder and the program will kick start the workflow and take the thinking out of searching for who has not been seen in a while. This will improve systems as well as speed up the schedule review meeting process.

    John Opet supported this idea  · 

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