Keep operations coordinators updated when qualifying payments post
Keep operations coordinators updated when qualifying payments post
Operations coordinators miss enrollment flags when payments go unrecorded, delaying onboarding. This workflow marks tracker records for qualifying payments so coordinators can begin enrollment checks.
Overview
Operations coordinators risk onboarding delays when payments aren't reflected in trackers, leading to missed schedules and manual reconciliation. This workflow updates tracker records when qualifying payments post, eliminating manual checks and enabling faster enrollment handoffs.
Notable Features
- Mark tracker records on payment
- Filter payments by qualifying criteria
- Notify operations of enrollment changes