Update completed service records for cancelled welcome calls
Update completed service records for cancelled welcome calls
Your welcome-call service records stay open for graduated clients, causing repeated outreach and billing confusion. Marking them completed stops extra outreach and clears billing flags same day.
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Overview
As COO you need predictable case closures to stop redundant outreach and billing noise. This flow finds related cases, checks payment/disposition criteria, and marks the originating service completed so operations and billing are aligned same day.