Get ID verifications to case managers before claims stall
Get ID verifications to case managers before claims stall
Case managers miss client ID requests when the board's ID column is overlooked, stalling claims. Automatic SMS asks clients to verify identity so claims move forward.
Overview
Missed ID verifications cause claim submissions to stall and force case managers into manual outreach. This workflow pushes SMS prompts the moment the ID column changes, keeping claims moving with faster response and fewer follow-ups.
Notable Features
- Send SMS when ID status changes
- Attach verification replies to case records
- Notify case managers of confirmations