Keep healthcare support ops' shared case tracker up to date

Customer support ops miss case status updates, causing triage delays and reporting gaps that risk patient follow-up. These updates ensure owners triage with current records.

Overview

Support ops lose cases when status changes don't flow into a centralized tracker, creating triage delays and compliance risk. This workflow centralizes case records in a shared sheet and notifies owners, reducing missed follow-ups and providing a clear audit trail for reporting.

Notable Features

Add or update sheet rows
Limit updates to healthcare cases
Notify case owners on change