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For IT: Keep referral and matter records up to date

For IT: Keep referral and matter records up to date

IT administrators risk stale referral and matter records when intake community status changes. It posts intake and matter updates after a 30-day wait so referral systems show current case status.

For IT: Keep referral and matter records up to date

Overview

Stale intake and matter records break coordination and lead to misrouted cases. This workflow enforces the required hold period and pushes updated intake and matter details to external referral systems, eliminating stale records and enabling accurate case coordination. Operations report fewer misrouted cases and smoother handoffs.

Notable Features

  • Detect intake community status changes
  • Delay updates for 30 days
  • Post updated intake and matter records

For IT: Keep referral and matter records up to date