For project managers: keep project activity updated on insurance changes
For project managers: keep project activity updated on insurance changes
Project managers lose insurance updates in change feeds, leaving case records without negotiation context. Create activity notes from each insurance change so case managers see negotiations in context and keep accurate records.
Overview
Project managers risk incomplete case records when insurance negotiation notes are missed. Converting every insurance collection change into a project activity note ensures case managers always see negotiation history in context, eliminating missed entries and shortening review cycles.
Notable Features
- Create activity notes on updates
- Notify case managers of changes
- Attach negotiation details to records