1.Catches matching inbound emails
Integrate Gmail and email parsing tools to catch matching inbound emails and pull subject and date for downstream parsing.
Create patient inactivation tasks for billing and ops teams
Automatically monitor new patient-inactive emails across Gmail, Formatter by Zapier, and Asana. Create and update when emails match configured search, name parts extract successfully, or message dates parse correctlyβso you can create primary and follow-up tasks, assign the right billing owner, and place items in the right sections without manual task creation.
How this automation creates billing tasks for inactive patients
When new email matching search results land in Gmail, billing and ops can miss timely stops on recurring charges. This automation formats patient details, finds the right Asana project and section, and creates follow-up tasksβso your team can cancel charges and update records faster.
Gmailor swap with your favorite app
2.Formats subject and message date
Integrate Formatter by Zapier and data transformation to split subject into name parts and format message date to MM/DD/YYYY.
Formatter by Zapieror swap with your favorite app
3.Finds the patient project
Integrate Asana and project search to look up the patient project by combining name parts and returning the project ID.
Asanaor swap with your favorite app
4.Finds section and creates primary task
Integrate Asana and task management to locate the configured project section and create the primary patient set inactive task.
5.Creates follow-up task and schedules it
Integrate Asana and calendar sections to create a verification follow-up task, assign the billing coordinator, and place it in the patient calendar section.
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