Attach signed authorization and HIPAA forms to case
Attach signed authorization and HIPAA forms to case
Your intake PDFs arrive bundled, which hides HIPAA and authorization pages and slows case setup. Files are split, renamed, and routed so case managers receive paperwork same day.
Workflow preview:
Zap details:
Overview
Bundled intake PDFs often hide HIPAA and authorization pages and delay case setup, forcing staff to hunt for signed pages. This flow splits, renames, uploads, and emails the right files to the project inbox so case teams and IT receive complete paperwork the same day.