Ensure care coordinators get linked provider cases for referrals

Care coordinators lose Hello Baby referrals when records aren't linked, delaying intake and follow-ups. The flow creates linked provider cases in the partner system so coordinators can begin casework.

Overview

Unlinked Hello Baby referrals create intake delays and risk missed follow-ups for care coordinators. This workflow creates and links provider cases in the partner system so coordinators can begin casework immediately, reducing intake delays and preventing referrals from falling through the cracks.

Notable Features

Create provider cases automatically
Associate cases with referral records
Notify coordinators on case creation