Contract Signed Notification/Task/Report
complete
a
aaron gavri
Ideally have a notification or even a report for when patients sign a contract. Currently, some patients complete a contract and their down payment but do not complete their autopay setup and there is no notification for this. We have fortunately found these instances but an email or task should occur for them.
J
Jake Gulick
updated the status to
complete
J
Jake Gulick
Hi aaron gavri - you actually can set this up to generate a task! More functionality will happen with our new tasks area being worked on but this should at least alert you they signed the contract with the case closer: https://www.loom.com/share/0feb5573908a491a83faffe049662749