Save practice report attachments to shared team folder
Save practice report attachments to shared team folder
Practice report spreadsheets arrive by email and get buried, delaying billing and record updates. They are saved to a shared reports folder so billing staff can act the same day.
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Overview
When report spreadsheets sit in inboxes, billing and compliance fall behind and staff waste time searching. This workflow captures those attachments and places them in a shared reports folder so billing staff and clinic managers can process invoices and audits the same day.