Therapists: create standardized payment tasks in project tool

Operations coordinators and therapists miss reconciliations when payment notices get buried, risking billing gaps and delayed client-status updates. This flow creates standardized transaction tasks in your project tool so operations and assistants reconcile payments faster and keep client records up to date.

Overview

Therapists and operations staff risk billing gaps and misaligned client records when payments sit in inboxes. Turning each payment into a standardized task in your project tool ensures consistent reconciliation, zero missed follow-ups, and clearer audit trails so client status stays accurate and billing is auditable.

Notable Features

Create task per payment received
Populate task with transaction details
Assign tasks to ops and assistants