Alert ops coordinators to screening submissions for billing

Operations coordinators handling mental health screenings miss updated counts and benchmarks, risking billing delays. It updates participant records so invoicing isn't delayed.

Overview

Delayed screening updates create billing bottlenecks and missed retest opportunities, putting revenue and timely follow-up at risk. This workflow ensures every screening submission updates participant profiles and flags retest/exclusion and invoice eligibility, closing manual gaps. Operations gain accurate submission counts and benchmark dates so billing and follow-up proceed without delay.

Notable Features

Update participant submission counts
Set retest and exclusion flags
Add benchmark dates to profiles