Update case records from spreadsheet updates for intake

Your intake spreadsheet updates leave questionnaire status out of sync, slowing case triage and scheduling. The workflow updates case records so coordinators see completed questionnaires same day.

Overview

Intake spreadsheets often update faster than case records, leaving program coordinators guessing which questionnaires are complete. This flow keeps case status current so coordinators can triage and schedule follow-ups the same day, cutting manual lookups and missed appointments.