Update verification sheet rows from new intake entries
Update verification sheet rows from new intake entries
Your intake rows fall out of sync when submissions arrive without matching IDs, delaying reconciliation. It keeps the verification sheet updated so coordinators reconcile records the same day.
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Overview
When intake records don’t align with verification lists, coordinators spend time on manual lookups and missed follow-ups. This flow eliminates that friction by ensuring the verification worksheet reflects new submissions, so records are reconciled and actionable the same day.