Executive directors at clinics: prevent stale debtor case info

Executive directors in clinics see stale 'last receipt' dates make debtor cases outdated, risking missed legal deadlines. It sends case details to case system on 'last receipt', so staff follow up.

Overview

Clinic owners risk missed legal deadlines when debtor records go stale. This workflow keeps your external case-management system current the moment a 'last receipt' is recorded, ensuring legal and ops staff take timely action. Operations teams report faster follow-ups and fewer missed handoffs.

Notable Features

Push case updates to system
Create searchable case records
Notify legal and ops staff