Update case records when ID tag matches source
Update case records when ID tag matches source
You can't triage decedent intake when CRM entries lack ID tag and case context, forcing manual lookups and delaying family outreach. Coordinators receive complete records same day.
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Overview
When decedent intake records aren't synced, coordinators waste time on manual lookups and family outreach is delayed. This workflow enriches and routes qualifying CRM entries into your case database so coordinators get complete records and can act the same day.