Notify finance to process referral payment for appointment

Your configured office appointment records with referrals often miss payout review, causing delays and extra lookups. The workflow alerts billing coordinators so payments are validated and issued same day.

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Overview

Referral payouts often slip through when appointment updates aren't routed to billing; this flow gets finance eyes on eligible appointments immediately. Teams receive contextual alerts and can validate and issue payouts the same day, eliminating manual lookups and payout lag.