Enable transfer button when local agency is identified
Enable transfer button when local agency is identified
Your intake records often lack a labeled transfer button when a local agency is recorded, forcing coordinators to update records manually and delaying handoffs. Coordinators can route cases same day.
Overview
Routing client cases should not require manual record edits or slow down coordinators. This flow prepares and labels a transfer action as soon as a local agency is recorded, turning an intake update into an actionable handoff. Coordinators get routed cases same day, reducing manual steps and missed handoffs.