Post claim-ready lead details to claims triage channel
Post claim-ready lead details to claims triage channel
Leads flagged to send claims forms lack triage context and require manual lookups. It posts full claim details to your triage channel so cases start faster within minutes.
Overview
When leads flip the send-claims flag, triage often stalls while coordinators hunt for context. This flow delivers a clean, formatted claim summary into your triage channel within minutes so intake coordinators can start cases immediately and reduce manual lookups.