Keep client status updated for IT intake workflows

IT administrators miss intake status when forms arrive, causing scheduling conflicts. It marks client records 'Assessment Agreement Sent' on submission, so ops and field staff schedule correctly.

Overview

Status mismatches create scheduling chaos and wasted field visits; IT-driven intake updates eliminate that risk by keeping case status current. The workflow creates faster handoffs between ops and field staff and provides an audit-friendly trail so scheduling decisions are reliable.

Notable Features

Mark client record status instantly
Notify ops and field staff
Append status change to audit log