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Create client organization records in shared ops table

Create client organization records in shared ops table

Untracked client organizations slow onboarding and billing, leaving coordinators without a single profile. Record each organization to a shared table so coordinators have accurate profiles same day.

Create client organization records in shared ops table

Overview

When client organizations aren't captured from your practice tool, onboarding and billing tasks stall and coordinators lack a single client profile to act from. This flow records every new organization into a shared table so coordinators and billing staff get accurate profiles same day.

Create client organization records in shared ops table