Keep case managers alerted to planning-stage client forms
Keep case managers alerted to planning-stage client forms
Case managers miss long-term planning submissions in intake forms, delaying client follow-up. This workflow flags those submissions and updates case board status so planning cases get reviewed promptly.
Overview
Case managers lose momentum when long-term planning forms get buried in intake workflows, causing delayed outreach and missed next steps. This workflow routes and flags those submissions on your case board, eliminating manual triage so planning-stage cases are reviewed promptly and follow-ups never slip through the cracks.
Notable Features
- Flag long-term planning submissions
- Update case board status
- Notify case managers for triage