Alternative medicine clinics: ensure prompt mandate processing for debtor accounts

Executive directors in alternative medicine miss debtor stage changes, stalling mandate handoffs. This workflow sends debtor data to finance and ops at Mandato, avoiding manual handoffs.

Overview

Missed debtor stage updates stall mandate processing and put collections at risk for small alternative medicine clinics. This workflow ensures debtor records flow to finance and operations at Mandato, eliminating manual handoffs and enabling prompt collections processing. The result is clearer handoff visibility, fewer stalled cases, and a reliable audit trail.

Notable Features

Route debtor data on stage change
Create finance-ready debtor records
Notify operations and finance teams