Update patient lifecycle when treatment plan invoice is created
Update patient lifecycle when treatment plan invoice is created
Treatment-plan invoices can leave patient records without updated lifecycle, causing missed coordinator follow-up. It updates the contact lifecycle so coordinators see status same day.
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Overview
When treatment-plan invoices don't update contact lifecycles, coordinators and billing miss follow-up and invoices can be delayed. This workflow keeps patient records current and surfaces unknown contacts to staff, so teams can act the same day.