Attach new uploads to beneficiary records for intake teams
Attach new uploads to beneficiary records for intake teams
Your intake uploads are disconnected from participant profiles, leaving staff without required documents for casework and compliance. The flow attaches files to beneficiary records so records are ready same day.
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Overview
When uploaded documents sit separate from beneficiary profiles, intake staff can't complete cases and reporting stalls. This flow attaches uploads directly to beneficiary records so program coordinators see required files and close cases the same day.