Skip to content
Notify bonus approvers when SOC completes for referrals

Notify bonus approvers when SOC completes for referrals

Referred start-of-care records can reach the completed stage without alerting payroll, so second bonuses sit unpaid and coordinators wait. It sends payment alerts to approvers so bonuses clear same day.

Notify bonus approvers when SOC completes for referrals

Workflow preview:

Zap details:

Overview

When a referred start-of-care record reaches the completed stage, payroll and program coordinators need an immediate, auditable prompt to approve the second bonus. This flow routes targeted alerts to the right approver by record type so bonuses are processed same day and payroll stays accurate.

Notify bonus approvers when SOC completes for referrals