Create and attach surrogacy contract PDF to client record
Create and attach surrogacy contract PDF to client record
Your journey records miss finalized contract PDFs, delaying patient onboarding and billing. The automation creates and links completed contract PDFs so coordinators have the file same day.
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Overview
When contract fields are updated in your journey database, missing PDFs cause manual handoffs and billing delays. This flow generates the completed contract PDF and links it back to the record so coordinators and billing have the file same day, streamlining onboarding and reducing follow-up work.