Update opportunity record with signed agreement date for enrollment
Update opportunity record with signed agreement date for enrollment
Your participation agreement form lacks a signed date on the Opportunity, stalling billing and admissions. It writes the signed datetime to the Opportunity so billing and onboarding proceed same day.
Overview
When participation agreements arrive without a clear signed timestamp, billing and admissions stall while coordinators hunt for contract evidence. This flow captures the submission, extracts the Opportunity reference, and writes the signed datetime to the Opportunity within minutes so billing and enrollment can move forward same day.