Skip to content
Templates
Create spreadsheet transaction rows from recent untagged charges

Create spreadsheet transaction rows from recent untagged charges

Your payment gateway charges without metadata delay reconciliation and patient onboarding. The workflow logs each missing transaction to your tracking sheet and notifies intake and billing same day.

Create spreadsheet transaction rows from recent untagged charges

Workflow preview:

Zap details:

Overview

When untagged payments arrive, billing and intake often work from incomplete records and onboarding stalls. This flow logs missing charges into your central tracker and alerts intake and billing so reconciliation and patient enrollment happen same day.

Create spreadsheet transaction rows from recent untagged charges