Keep intake cases up to date after payment updates

Intake coordinators miss case updates when payment records change, risking missed deadlines. It keeps status, dates, fees, and contacts current so operations can act without manual checks.

Overview

Intake coordinators lose momentum and risk missed deadlines when payment changes don't reflect in case records. This workflow keeps status, dates, fees, and contacts aligned with payment updates, eliminating manual fixes so operations can progress cases reliably; users report faster handoffs and fewer manual rechecks.

Notable Features

Set case fields on change
Notify operations of changes
Format dates and fees consistently