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Create RCM portal access record and notify team

Create RCM portal access record and notify team

You get portal access code emails that go unrecorded, delaying patient access and RCM follow-up. Log codes to a central sheet and alert support so patients get access same day.

Create RCM portal access record and notify team

Overview

When access code emails sit untracked in inboxes, patient portal access and downstream billing get delayed. This workflow captures each code into a shared record and pings your support channel so staff can complete onboarding the same day.

Create RCM portal access record and notify team