Can I automatically send Purchase Order reminders to a customer facility?

Last Updated: May 2024

We all want to get paid, right? One way ConnectSx helps you manage your billing pipeline is by allowing you to send automatic PO reminders directly to the Facility Contact. Learn how below:

1. Log into the Console as an Admin

2. Navigate to the Facilities page

3. Open up the detail screen of the Facility you’d like to set up PO reminders for

4. Expand the top Information section and turn on the setting for “Send PO Reminders”

Turning on this setting for a Facility will trigger a PO Reminder email to send 7 days after the case is submitted for billing, and then every 7 days until the PO is entered.