Keep case managers updated on under-250 form flags
Keep case managers updated on under-250 form flags
Case managers miss under-250 flags on intake forms, causing delayed prioritization and missed follow-ups. This updates the case board so flagged records surface for prompt triage and faster handoffs.
Overview
Missed under-250 flags create prioritization gaps that slow case handling and burden operations and case managers. This workflow keeps the case board current so flagged records appear for triage and assignment, eliminating manual updates and ensuring zero missed follow-ups.
Notable Features
- Flag intake records for under-250
- Update case board item status
- Notify operations and case managers