Ideas & Enhancements

Add checklist items to follow up on certain letters after they go out

It would be really helpful if we could have automatic checklist items added once a certain letter is requested. For example, if we are sending out a letter requesting medical records from providers, it would be great to have a checklist item pop up in 30 days to make sure those records were received.

  • Guest
  • Mar 1 2022
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