IT: keep client insurance and claim records current

IT admins lose insurance updates, forcing case managers to chase claim info. This workflow keeps insurance fields and an audit log current so case managers have accurate records.

Overview

Manual reconciliation of insurance info creates case delays and risks missed claim follow-ups. This workflow keeps contact insurance fields and an audit trail current, eliminating manual updates and enabling case managers to start work with accurate records. Operations teams report fewer reconciliation tasks and clearer handoffs.

Notable Features

Update contact insurance fields
Append an audit row per update
Notify case managers on changes