Update contact latest payment date from recent transactions
Update contact latest payment date from recent transactions
Your clinician records miss recent stabilization payment dates, leaving billing staff without reconciliation context. Receive updated payment dates to reconcile accounts and enable same-day follow-up.
Overview
Stale payment dates create manual reconciliation and blind spots for billing staff. This flow writes recent stabilization payment dates back to contact records so finance can reconcile and initiate outreach the same day. That turns scattered transaction data into actionable billing timelines.