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Update urgent case records from intake form submissions

Update urgent case records from intake form submissions

Your intake submissions can create duplicate or untracked case entries, leaving coordinators without urgency context. It updates case records and flags immediate needs same day.

Update urgent case records from intake form submissions

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Overview

Unprocessed intake submissions leave coordinators guessing priorities and delay same-day service. This workflow turns qualifying intake responses into updated case board records with priority flags, enabling faster triage and same-day coordinator action.

Update urgent case records from intake form submissions