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company_set_up [2024/06/18 13:53] tina.roblescompany_set_up [2026/07/10 18:17] (current) tina.robles
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 Companies can be setup so when eclaims are created, they can auto submit and/or auto approve.  Check the box to enable the auto submit and/or auto approve feature.  When eclaims are created for that company they will move through the claim process based on those settings. Companies can be setup so when eclaims are created, they can auto submit and/or auto approve.  Check the box to enable the auto submit and/or auto approve feature.  When eclaims are created for that company they will move through the claim process based on those settings.
  
 +The Sales Enablement Send Backup flag is for clients that purchased the operator insights and white space reporting in Sales Enablement.
  
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 Don't forget to click Save after editing or adding a company row. Don't forget to click Save after editing or adding a company row.
 +
 +-----
 +__**Autopay Letter**__
 +
 +Scheduler will run 1x a day to trigger auto pay letter sending after the transaction is completed in the claim
 +
 +Autopay email trigger is moved to the submit button
 +
 +Within company admin, Autopay Fields tab
 +  * Two new fields for the autopay contract email were added
 +  * Autopay Contact email and Autopay MFG contact email
 +  * If information is within this field when the autopay process is used an email will be sent with the autopay letter upon completion of the claims created from this process. 
 +
 +{{:pasted:20260710-181747.png}}
 +
company_set_up.1718718783.txt.gz · Last modified: 2024/06/18 13:53 by tina.robles