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Create patient inactivation tasks for billing and ops teams

Create patient inactivation tasks for billing and ops teams

You get patient-inactive emails with no follow-up, so billing and program work stalls and automated charges may continue. This creates assigned, same-day follow-ups for coordinators and billing staff.

Create patient inactivation tasks for billing and ops teams

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Overview

Inbound patient deactivation emails can leave billing and program work incomplete and let recurring charges slip through. Turn those emails into assigned, same-day tasks so coordinators cancel charges and update records before reconciliation windows close.

Create patient inactivation tasks for billing and ops teams