Send intake audit failure notice to case owner
Send intake audit failure notice to case owner
When a case moves into the intake phase, your intake records sometimes miss required details, blocking case setup and billing. Alerts let your coordinators fix missing fields same day.
Overview
When a case enters the intake phase, missing fields can stall setup and billing; this flow turns silent errors into immediate action. It copies baseline intake data, runs a completeness check, and emails the case owner a tidy list so coordinators can resolve issues same day.