Meetings (2)
Mar 18 10:32AM
Mar 17 10:31AM
Action Items (22)
Mar 18, 2026
Reach out to Scott regarding calling feature changes
done · View Meeting
Mar 18, 2026
Decide on calling feature implementation approach
done · View Meeting
Mar 18, 2026
Send email template snapshot to Pam
done · View Meeting
Mar 18, 2026
Coordinate with Eugene on file upload demo
done · View Meeting
Mar 18, 2026
Create three tickets for email templates and AC failure documentation
done · View Meeting
Mar 17, 2026
Document what happens when opportunity expires after payment authorization
done · View Meeting
Mar 17, 2026
Document what happens when user or provider cancels after payment
done · View Meeting
Mar 17, 2026
Document what happens when payment fails
done · View Meeting
Mar 17, 2026
Investigate Hangfire job execution for ACH refunds
done · View Meeting
Mar 17, 2026
Clarify server timezone for payment timestamps
done · View Meeting
Mar 17, 2026
Verify credit card vs debit card authorization handling
done · View Meeting
Mar 17, 2026
Determine correct cancellation fee deduction logic
done · View Meeting
Mar 17, 2026
Add void notification email to payment flow
done · View Meeting
Mar 17, 2026
Document all email notification scenarios in payment flow diagram
done · View Meeting
Mar 17, 2026
Verify ACH refund logic with Phoenix support
done · View Meeting
Mar 17, 2026
Clarify ACH refund timing and status checking logic
done · View Meeting
Mar 17, 2026
Investigate and fix cancellation fee charging issue
done · View Meeting
Mar 17, 2026
Create visual flow diagram in Miro for Phoenix payment processing
done · View Meeting
Mar 17, 2026
Define changes for Phoenix payment capture logic, authorization, messaging, and payment workflow
done · View Meeting
Mar 17, 2026
Send Phoenix refund logic diagram for 5-day wait verification
done · View Meeting
Mar 17, 2026
Investigate ACH payment failure handling and account blocking
done · View Meeting
Mar 17, 2026
Verify Hangfire job ACH payment status check before refund
done · View Meeting