When a member clicks "cancel membership" in the patient portal (Click to Cancel), the flow goes straight through to cancellation. Requesting the ability to intercept that click before it completes with: 1) a short exit survey asking why they're leaving, and 2) an optional save/discount offer (e.g. a percentage off or a pause option) to give the patient a chance to stay enrolled instead of cancelling.
Raised by Prisiliano Salas Jr. (Salveo Direct Care) via Intercom conversation 215475803898316.
Created by Justin McClelland
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