SSA Denial Automated Workflow Added

Great news. We just added the SSA denial workflow to streamline and automate the processing of denials.

When triggered, the workflow will:

1. Change the claim level
2. Automatically calculate and set the appeal deadline
3. Add a note to the client’s activity feed
4. Add a task workflow of your choice

Dibcase-Add-SSA-Denial
Dibcase-Add-SSA-Denial

See the embedded video for a demonstration…

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