Keep support and account records aligned on treatment status

Support agents and account managers see mismatched Treatment Card Finalized fields on cases and accounts, causing delayed handoffs and confused follow-ups. That ensures both roles act on the same status.

Overview

Support agents and account managers risk confused handoffs when case finalization isn't reflected on the account. Mirroring the Treatment Card Finalized flag to the related account eliminates mismatched records, enabling clearer handoffs and faster coordinated follow-ups. Teams report fewer manual corrections and more reliable status visibility after implementing this pattern.

Notable Features

Update account record with finalized flag
Notify account managers and agents
Prevent mismatched case and account statuses