Update PSA reminder record from 90-day review submission
Update PSA reminder record from 90-day review submission
Your 90-day PSA reviews aren't linked to reminder records, leaving coordinators without updated case IDs and intervals. Save coordinators time and ensure reminders update before outreach.
Workflow preview:
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Overview
When 90-day reviews arrive without linked reminders, coordinators spend time reconciling intervals and IDs; this flow generates compact profile IDs and updates reminder records automatically. That means coordinators see synchronized reminder data within minutes, ahead of the next outreach window.