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Update contract status and create follow-up billing task

Update contract status and create follow-up billing task

Your completed onsite contracts aren't linked to records, causing missed billing and unclear member status. It updates the record and queues a billing task so staff can act same day.

Update contract status and create follow-up billing task

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Overview

Signed onsite contracts often trigger a scramble to find records and bill members. This flow updates the program record and creates a billing task so coordinators and finance can invoice and close accounts the same day.

Update contract status and create follow-up billing task