Sync pre-op product lists between related patient deals
Sync pre-op product lists between related patient deals
You can't reconcile product lists when a deal's items change and related bookings stay outdated. Keep treatment product lists matched so billing and clinic fulfillment are ready same day.
Overview
When pre-op product lists change on a booking deal, billing and fulfillment often scramble to reconcile orders. This flow keeps product lines aligned across related deals so clinic teams have accurate product and billing context same day.