Submit client enrollment and record confirmation to file
Submit client enrollment and record confirmation to file
Your client enrollment submissions lack confirmations and saved PDFs, delaying billing and onboarding. Records confirmation numbers and stores PDFs in the client folder same day.
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Overview
Manual payer submissions mean case managers waste time chasing confirmations and storing PDFs. This flow submits enrollments, captures confirmation numbers, saves supporting PDFs to the client folder, and writes status back to the client record so records are complete and auditable the same day.