For care coordinators: ensure county DHS contact appears on deals

Care coordinators leave deals without county DHS contact, causing delayed county communications. Account lookups populate DHS email or fax so coordinators contact counties promptly.

Overview

Blank DHS fields put county communications at risk and slow case coordination. This workflow pulls the county DHS email or fax from the matching account and updates the deal record, preventing missed county outreach and enabling zero missed follow-ups. Care coordinators gain faster handoffs and fewer manual corrections.

Notable Features

Populate DHS email or fax
Pull contact from matching account
Notify care coordinators of updates