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For clinical support: capture carer CSVs into CRM cases

For clinical support: capture carer CSVs into CRM cases

Support agents miss incident reports when carer CSVs pile in inbox and go unrecorded, risking delayed investigations. This converts CSV attachments into CRM cases so clinical staff receive consistent incident records and act faster.

For clinical support: capture carer CSVs into CRM cases

Overview

Carer drop CSVs left in inboxes cause investigation delays and escalation risk for clinical support. This workflow turns those attachments into CRM cases so clinical staff get consistent incident records, reducing missed follow-ups and improving response times.

Notable Features

  • Create CRM cases from CSVs
  • Assign cases to clinical owners
  • Attach original CSV to case

For clinical support: capture carer CSVs into CRM cases