Dear Ref Insight Users,

We're excited to announce the release of the next tutorial in our Post-Match Workflow series. This new guide focuses on Step 3: Create and Release Invoices to the Payor Portal.

What's Covered in the New Tutorial

This tutorial builds on the Wrap-Up and Utilization processes covered in our previous guide. It walks you through:

1. Creating invoices based on completed match Wrap-up and Utilization

2. Reviewing invoice details for accuracy

3. Releasing invoices to the Payor Portal

This step is crucial for ensuring timely and accurate payment processing.

Where to Find the Tutorial

You can access the new Step 3 tutorial here: Post-Match Workflow Step 3: Create and Release Invoices to the Payor Portal

We recommend reviewing this tutorial in conjunction with the previous guide on Wrap-Up and Utilization for a comprehensive understanding of the post-match process.

Completing the Series

We're pleased to inform you that we're nearing the completion of our Post-Match Workflow tutorial series:

1. ✓ Wrap-Up and Utilization (Step 1 & 2)

2. ✓ Create and Release Invoices to the Payor Portal (Step 3) - Now Available!

3. Coming Soon: Batch Invoices and Send for Payment Processing (Step 4)

The final tutorial covering Step 4 will be available in the coming days, providing you with a complete guide to the entire post-match payment process.

Why This Matters

Understanding how to create and release invoices efficiently is key to streamlining your payment workflows. This tutorial will help you:

• Reduce errors in invoice creation

• Speed up the payment process

We encourage all users involved in match management and payment processing to review this new tutorial. It's designed to enhance your proficiency with Ref Insight's features and optimize your workflow.

Thank you for your continued engagement with our platform. We're committed to supporting your success through these educational resources.

Best regards,

The Ref Insight Team