Keep client waiver status current for ops coordinators
Keep client waiver status current for ops coordinators
Operations coordinators miss fee waivers on client records, causing enrollment holds and billing errors. It updates CRM waiver status so operations can enroll and bill without manual follow-up.
Overview
Operations coordinators face enrollment and billing disruptions when signed fee waivers aren't recorded. This workflow captures signed waivers and updates client records automatically, eliminating manual follow-up and preventing holds on enrollment and billing. Customers report smoother handoffs and fewer missed signatures.
Notable Features
- Set participant waiver status
- Attach signed waiver to CRM record
- Notify enrollment and billing staff