Onboarding ops: create patient portal tasks after payment

Onboarding coordinators miss portal provisioning when patient payment date clears, causing delayed patient access and more manual follow-up. A task is assigned so access is completed.

Overview

Missed portal provisioning delays patient access and drives manual follow-up for onboarding teams. This workflow creates and assigns a task to the onboarding owner when payment is recorded, eliminating handoffs and ensuring access is completed. Operations leaders get faster handoffs and zero missed follow-ups.

Notable Features

Create tasks from payment updates
Assign tasks to onboarding owner
Attach patient and account details