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Update patient visit totals after a paid order

Update patient visit totals after a paid order

Your patient visit counts go out of sync when paid renewals aren't applied, leaving coordinators without scheduling context. Update visit totals and CRM records so support can schedule same day.

Update patient visit totals after a paid order

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Overview

Paid renewals that don't update CRM records create manual work and missed scheduling opportunities; this flow applies purchases to the patient record and updates visit balances immediately. Support coordinators get accurate booking context within minutes, enabling same-day follow-up and fewer manual fixes.

Update patient visit totals after a paid order