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Wellness education directors: log annual rate changes centrally

Education directors at wellness centers miss annual increase submissions in overflowing queues, causing resident rate changes and approvals to be delayed. Ensuring approvals aren't missed.

Wellness education directors: log annual rate changes centrally

Overview

Resident billing changes get lost in overflowing form queues, risking delayed charges and missed mailings. This workflow captures every annual increase submission and writes it into a centralized tracker, eliminating manual entry and ensuring approvals aren't missed so operations can hand off billing and mailing with confidence.

Notable Features

  • Log each survey to spreadsheet
  • Convert attachments into download links
  • Notify operations staff on pending approvals

Wellness education directors: log annual rate changes centrally