Healthcare board member: Confirm insurance cards on intake

Support agents miss insurance cards after verification form submissions, causing intake and scheduling delays. A confirmation requests insurance card and opens a ticket so verification starts promptly.

Overview

Missed insurance cards stall patient intake and jeopardize care schedules. This workflow turns every verification form into a confirmation and ticket so support agents begin verification promptly, eliminating missed follow-ups and keeping appointments on track.

Notable Features

Send instant patient acknowledgements
Request insurance card via reply
Create ticketed verification record