Create file review task from updated client contact record
Create file review task from updated client contact record
Your contacts marked for file review lack a tracked task, leaving documentation incomplete and processing delayed. It creates a review task for coordinators immediately so work continues same day.
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Overview
When contact statuses flip to require file review, manual task creation slows coordinators and stalls processing. This flow turns that status change into a tracked review task routed to your coordinators immediately, keeping documentation moving same day.