Update case status from online arrangement form submissions
Update case status from online arrangement form submissions
Your arrangement form submissions sometimes lack a matched case status, causing prep delays. It keeps statuses updated so teams prepare same day and avoid misroutes before services.
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Overview
Manual updates after online arrangement submissions create prep delays and misrouted tasks for case managers. This workflow finds the matching case and sets the right service-type status within minutes, so teams start preparations the same day and avoid errors.