Wellness centers: Keep exam coupon codes on accounts

Operations coordinators lose discounts when exam coupons aren't saved, causing billing errors. The workflow adds purchased coupons to accounts within hours, ensuring accurate billing and eligibility.

Overview

Billing mistakes and missed discounts frustrate members and create extra work for ops and customer success. This workflow ensures purchased exam coupons appear on customer accounts quickly, preventing billing errors and making eligibility checks straightforward so staff focus on care instead of manual fixes.

Notable Features

Attach coupons to customer accounts
Notify customer success on updates
Flag accounts missing eligibility info