Apply exam purchase discount to customer record in CRM
Apply exam purchase discount to customer record in CRM
Your patients' exam purchases arrive unflagged in CRM, causing billing delays and manual discount checks. You get accounts updated so billing staff see discounts applied within five hours.
Overview
When exam purchases don't appear on customer records, billing and care staff waste time on manual checks and discounts slip. This flow ensures CRM accounts show the initial exam discount within hours of purchase, so reconciliation and patient outreach proceed without delay.