Send new client clearinghouse access check to team
Send new client clearinghouse access check to team
Your client intake forms arrive without clearinghouse access context, causing manual lookups and onboarding pauses. The flow notifies coordinators to verify access so onboarding proceeds same day.
Overview
Intake forms often lack access context, forcing your team into manual lookups that stall onboarding. This flow delivers concise, actionable alerts to intake coordinators so clearinghouse access is checked within minutes and onboarding moves forward same day.