For business owners: keep client reports in the right folder
For business owners: keep client reports in the right folder
Business owners see movement reports land untagged, creating orphaned client files. This finds the matching client, uploads the report to their result folder, and alerts ops so reviews start quickly.
Overview
Business owners risk fragmented client documentation and delayed practitioner follow-up when movement reports go unlinked. This workflow ties incoming reports to client records and result folders and alerts ops when matches are missing, preventing orphaned files and ensuring reviews start quickly. Customers report faster handoffs and fewer missing attachments.
Notable Features
- Find client by report name
- Upload report to result folder
- Alert ops on unmatched reports