Notify onboarding and operations when providers pass tests

Onboarding coordinators miss credentialing steps when provider test passes are overlooked, delaying activation. Instant alerts notify onboarding so credentialing begins without manual follow-up.

Overview

Onboarding delays block provider activation and can stall billing. This workflow routes passed provider submissions directly to onboarding, updates CRM status, and creates credentialing tasks so manual chasing stops and credentialing starts without follow-up. Operations leaders report faster handoffs and far fewer missed pass notifications.

Notable Features

Send instant pass notifications
Update provider status in CRM
Create credentialing task automatically