Enroll tagged patients into upsell course and grant access
Enroll tagged patients into upsell course and grant access
Your upsell-tagged patients wait for manual course enrollment, delaying follow-up and billing readiness. Automated enrollments let coordinators provision access and start follow-up within minutes.
Overview
Manual course enrollments slow your care handoffs and add admin work for clinical staff. This flow enrolls contacts automatically when they’re tagged for the upsell and records the enrollment so coordinators can begin follow-up within minutes.