Business owner prevent referral mismatches from no-match cards
Business owner prevent referral mismatches from no-match cards
Business owners see referral cards flagged no-match fall out of alignment with the submissions database, forcing manual reconciliation and data gaps. It updates the submissions record so coordinators keep referrals accurate.
Overview
Referral cards flagged as no-match often leave submissions databases out of alignment, creating manual reconciliation and lost visibility for operations. This flow updates the submissions record when a card is flagged and alerts coordinators, eliminating reconciliation headaches so referral status stays accurate. Customers report faster handoffs and noticeably fewer manual fixes.
Notable Features
- Update referral records on flag
- Extract reference from card title
- Notify operations when no-match flagged