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Finance: flag referral payouts when results change promptly

Finance coordinators miss referrer payouts when referral appointment results change and go unflagged. Automated alerts surface qualifying updates to finance for manual review and payout processing.

Finance: flag referral payouts when results change promptly

Overview

Missed referrer payouts create reconciliation gaps and extra workload for finance teams. This workflow flags referral-sourced appointment result changes and routes payment requests to finance for review, eliminating missed payouts and creating a clear audit trail.

Notable Features

  • Flag qualifying appointment result changes
  • Notify finance with payout details
  • Create manual review task in queue

Finance: flag referral payouts when results change promptly