Business owners capture patient deposit notices as records
Business owners capture patient deposit notices as records
Business owners miss deposit emails, leaving patient payments unrecorded and blocking reconciliation. That ensures staff start follow-up and maintain traceable payment records.
Overview
Missed deposit notifications create reconciliation gaps and risk patient trust. This workflow captures deposit emails and turns them into standardized caution records in your operations database, so staff start follow-up and maintain traceable payment records—eliminating missed recordings and audit headaches.
Notable Features
- Capture deposit emails as records
- Match deposits to patient profiles
- Notify ops staff for follow-up