Send 90-day client follow-up email from case note
Send 90-day client follow-up email from case note
You miss client follow-ups when 90-day notes complete without sending outreach, leaving records incomplete. Case managers get a 90-day check-in email sent to clients so files update before review.
Overview
When a 90‑day case note is completed, outreach should be immediate — not days later. This workflow delivers the standard 90‑day check‑in email within minutes of a qualifying note, giving case managers auditable confirmation and keeping files current ahead of reviews.