Mark case on P&S questionnaire receipt and alert team

Your Pain and Suffering questionnaire emails leave case records outdated and attachments unfiled, delaying review and client follow up. It updates case status and notifies staff same day.

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Overview

Stop manual case updates and missing attachments from slowing intake. This workflow marks the case as questionnaire-received and alerts the right staff, so case managers get a clear, actionable intake status the same day.