Set received date on new intake board items
Set received date on new intake board items
Intake items often lack received dates, leaving your queue unclear for triage and billing. It stamps items with a received date so case managers can prioritize and invoice same day.
Overview
If intake items arrive without a received date, triage queues and billing get delayed. This workflow stamps every new intake item with a received date within seconds, so case managers can prioritize work and invoice the same day.