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Create participant records from service agreements for coordinators before onboarding

Create participant records from service agreements for coordinators before onboarding

Your service agreement submissions arrive untracked and cause onboarding gaps. Coordinators receive participant records, an agreement PDF, and a starter email to finish onboarding before the next billing run.

Create participant records from service agreements for coordinators before onboarding

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Create participant records from service agreements for coordinators before onboarding