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Update intake record when referral match not found

Update intake record when referral match not found

Your referral intake often lacks partner matches, leaving coordinators unsure which cases need outreach. It updates intake records so coordinators can triage cases same day.

Update intake record when referral match not found

Overview

Referrals without partner matches can stall triage and leave cases unassigned; this flow writes the referral identifier and status back into your intake table so project managers see actionable context immediately. That means coordinators can triage and assign cases the same day instead of chasing missing details.

Update intake record when referral match not found