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Update or create master provider case rows after follow-up

Update or create master provider case rows after follow-up

Provider follow-up rows can go untracked after intake changes, causing duplicate outreach and unclear ownership. It keeps the master case sheet current so coordinators see accurate status same day.

Update or create master provider case rows after follow-up

Overview

Intake changes that require follow-up should never fall through the cracks; your coordinators need one current case sheet. This flow updates or creates master provider rows automatically, cutting duplicate outreach and surfacing accurate status same day.

Update or create master provider case rows after follow-up