Automations
Set up alerts to automatically notify you and your team when a client’s insurance card is nearing expiration—helping you stay proactive and prevent service disruptions.
Through automation, you can forward important client alerts—like reassessment reminders—directly to the staff assigned to them. Keep your team informed and proactive with zero manual follow-up.
How to Forward Automations from Clients to Employees
This article explains how to set up automations that automatically forward tasks, forms, or messages between client profiles and assigned employees.
How to Set Up Insurance Card Expiration Alerts
Never get caught off guard again! Set up alerts to automatically notify you and your team when a client’s insurance card is approaching its expiration.
Simple Automation - Send a message
This will walk you through setting up the automation to send a message to a client.