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Update case phase when intake note indicates file opened

Update case phase when intake note indicates file opened

Your intake notes missing structured flags leave cases in the wrong phase and stall triage. Set phase and case type automatically so intake coordinators have consistent status ahead of outreach.

Update case phase when intake note indicates file opened

Overview

Intake notes that lack structure leave cases in the wrong phase and slow down triage; this flow turns a flagged note into an immediate case update. Within minutes of a qualifying note the case type and phase are set, so intake coordinators can begin outreach same day.

Update case phase when intake note indicates file opened