Generate next-month PA PDF and log to sheet
Generate next-month PA PDF and log to sheet
PA requests often lack a PDF summary or tracker row, delaying authorizations. Create the PDF and record a sheet entry so coordinators have files and tracker rows before the next billing run.
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Overview
If coordinators are building PA summaries by hand, authorizations and billing prep get delayed and error-prone. This flow generates the PA PDF and logs a tracking row automatically so coordinators and billing staff have files and tracker entries ready before the next billing run.