Business owners: update ops cards when payments recover
Business owners: update ops cards when payments recover
Business owners have ops cards stuck on failed after payments recover, forcing manual fixes. It moves and relabels cards when payments succeed so patient coordinators see accurate subscription status.
Overview
Stale failed-payment labels create extra reconciliation work and risk missed coordinator follow-ups. This workflow ensures recovered payments update task boards and remove failed labels so patient coordinators always see accurate subscription status. The result is cleaner records, fewer manual fixes, and smoother handoffs for your operations.
Notable Features
- Move task cards to active list
- Remove failed-payment status labels
- Notify patient coordinators immediately