Prevent missed pickups for funeral home case managers

Case managers miss pickup flags when online checkout chooses funeral home pickup, causing schedule conflicts and manual follow-up. It marks the case In Person so managers act faster.

Overview

Missed funeral home pickups create urgent scheduling gaps and extra manual follow-up for case managers. This workflow updates case status to In Person and notifies the right people so handoffs happen reliably. The result is zero missed follow-ups and noticeably faster operational response.

Notable Features

Mark cases as In Person
Notify case managers immediately
Match submissions to case records