Keep kin contact records accurate for ops coordinators
Keep kin contact records accurate for ops coordinators
Operations coordinators receive duplicate next-of-kin entries from service package forms, forcing case managers into manual fixes. Form updates centralize kin contacts for accurate case records.
Overview
Stale or duplicate next-of-kin records force case managers into manual reconciliation and create service risks. This workflow centralizes kin contacts into a single Kin Details table, preventing duplicate entries and giving case managers accurate contacts so operations avoid manual fixes. Teams report clearer records and fewer reconciliation steps after implementing similar flows.
Notable Features
- Keep kin records current across systems
- Find and merge duplicate entries
- Notify case managers on conflicts