Update second intake status in your lead tracker
Update second intake status in your lead tracker
Your case intake records often miss the second intake marker, leaving onboarding and billing timelines unclear. Maintain accurate intake readiness so coordinators can act the same day.
Overview
When intake status changes go unrecorded, onboarding stalls and billing is delayed. This flow captures case intake completions and writes them into your central tracker so intake coordinators and billing staff can act the same day and avoid administrative hold-ups.