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Set tracker status when authorization moves to pending

Set tracker status when authorization moves to pending

Your patient tracker isn't updated when CRM stages change, delaying billing and scheduling. Keep the tracker current so billing staff and coordinators have accurate status within minutes.

Set tracker status when authorization moves to pending

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Overview

Deals that move to Authorization Pending often don't update your central tracker, leaving billing and care teams without the context they need. This flow keeps the patient tracking sheet aligned with CRM stage changes so billing staff and coordinators see accurate status within minutes and can act before the next clinic run.

Set tracker status when authorization moves to pending