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Notify assigned case manager of intake status changes

Your client intake status updates often lack owner notice, causing missed handoffs and delayed support. Notify the assigned case manager and surface admin alerts so cases are actioned same day.

Notify assigned case manager of intake status changes

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Overview

Intake status changes must reach the assigned owner immediately; otherwise handoffs slip and clients wait. This flow delivers a templated email to the case manager within minutes and raises an admin alert if contact details are invalid, ensuring cases are actioned same day.

Notify assigned case manager of intake status changes