Write in reason for appointment with SOA if within 48 hours

“Write in Reason for Appointment” with SOA if within 48 Hours Feature

Released: December 22, 2023

When sending an SOA, if it is within 48 hours, you are prompted with an optional space to fill in the Reason for appointment.

When the agent opens the SOA, they will see the Reason for appointment space on the form.

When the agent downloads or prints the SOA, they will have the Reason for appointment visible as well.

Learn more about our SOA tool HERE and the 48 hour rule HERE.