Create case from updated payment reminders with PDF
Create case from updated payment reminders with PDF
Your payment reminder sheet rows leave creditor notices untriaged and delay claims handling. It creates triage issues with attached PDFs so your claims team can act same day.
Overview
When creditor payment reminders sit as spreadsheet rows, your claims handlers waste time finding files and building cases. This flow converts each qualifying row into a standardized triage issue with the matching PDF attached, so your claims team can start remediation the same day.