Business owners: alert billing, accessioning on new orders
Business owners: alert billing, accessioning on new orders
Business owners watch inbound orders sit unprocessed, causing billing gaps and delays. Alerts go to accessioning and billing staff so they can start processing and recording orders promptly.
Overview
Unprocessed inbound orders create billing gaps and operational bottlenecks for business owners. This workflow routes new order files directly to accessioning and billing, creates an action task with the file link, and logs an audit entry so processing and billing start promptly. The result is faster handoffs and far fewer missed billing entries.
Notable Features
- Notify accessioning and billing staff
- Create intake tasks for new files
- Attach file link to task or ticket