Sample Workflow

How FYI CARES coordinates people, tasks, and deadlines automatically behind the scenes.

Current trigger

Alex is at: Documents & Eligibility

Birth Certificate Missing

Automated coordination sequence

  1. Trigger

    Birth certificate is missing

    Required document is not on file for Alex Rivera.

  2. Immediately

    Email Alex

    We still need your birth certificate to continue your FYI application.

  3. After 3 days

    Remind Alex

    Follow-up email with document upload link.

    Notify Chris at Austin Transition Center

    Case manager is alerted to assist Alex.

  4. After 7 days

    Escalate to Maya + Chris

    This requirement is delaying Alex's FYI application.

  5. When document is received
    • Mark requirement complete
    • Notify care team
    • Move case to PHA Application
    • Assign next action to TDHCA