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Create client record review request and tracker entry

Create client record review request and tracker entry

Your client records lack a published checklist and owner, delaying collection and billing. Coordinators can start collection same day with published requests and a tracker row.

Create client record review request and tracker entry

Overview

When client file requests arrive without a checklist or owner, collection stalls and billing is delayed. This flow publishes the client review request, assigns ownership, and logs a tracker row so coordinators can begin collection same day.

Create client record review request and tracker entry