Send insurance update requests to checked-in visitors instantly
Send insurance update requests to checked-in visitors instantly
Clients who check in with insurance changes leave billing without current payor details, creating follow-up work. This sends email and SMS links so billing receives updated insurance info same day.
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Overview
When clients mark insurance changes at check-in, billing often spends time chasing details and claims can be delayed. This workflow sends an email and SMS link and logs the outreach so billing staff receive updated coverage details and can act the same day.