Attach completed claims PDFs to client case record
Attach completed claims PDFs to client case record
When completed claim PDFs sit in storage, your case records lack paperwork and follow-ups stall. This links each PDF to the client case so case managers see the file and billing can proceed same day.
Overview
Final claim PDFs buried in form storage slow case assembly and delay billing. This flow pulls each completed PDF into the client’s shared folder and pins the share link to the project record so case managers and billing staff can act immediately and file same day.