Accounting/Payments Processes
- Care Membership Accounting Basics
- New Credit Card Retry Workflow for Care Memberships
- Managing Payment Disputes in Flow
- Interpreting the Cancellations Report
- Interpreting the Benefits Usage Report
- Interpreting the Payments Report
- Interpreting the Care Enrollments Report
- Cancelled Enrollments in the Care Financial Report
- Templated Response for Care Disputes
- How do I get paid for my monthly Care Payments?
- Cash-Based Accounting and the Care Financial Report
- Care Benefit End of Day Reconciliation Auditing
- How to handle default Care Payments (cancel plan + collections)
- Otto Care Memberships Pastdue Payment Outreach Process