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Create claims and contacts from approved RA records

Create claims and contacts from approved RA records

Your approved RA submissions often lack a linked client record, stalling claim triage and delaying outreach. The workflow creates linked claim and contact records so coordinators can act same day.

Create claims and contacts from approved RA records

Overview

Unlinked RAs create friction: coordinators spend time hunting client records and claims sit untriaged. This integration creates linked claim and contact records automatically so coordinators and account managers can triage and reach clients the same day.

Create claims and contacts from approved RA records