CareBridge Finance

Partner program · 6 members

MBPNDOLO+2

1

Runs in progress

1

Awaiting you

0

Reports

5

Vault files

Open items

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APR disclosure accuracy: CareBridge, Q3Morgan HaleOct 20Error resolution timeliness: CareBridge, Q3Morgan HaleOct 21CareBridge website monitoring: OctoberMorgan HaleOct 31Desert Ridge Dental: /patient-info/financingMorgan HaleTomorrowPine Hollow Dental: /carebridgeMorgan HaleTomorrowPrairie Smiles: /financial/external-payment-plansMorgan HaleTomorrowBayfront Dental: /carebridge-financingMorgan HaleTomorrowNorthside Dental Studio: /pages/financingMorgan HaleTomorrow

Schedules

All schedules
Schedule
Kind
Cadence
Last run
Next
Status
APR disclosure accuracy · CareBridge Finance · quarterly
Sample test
Quarterly
Oct 1
Jan 12
Live
Error resolution timeliness · CareBridge Finance · quarterly
Sample test
Quarterly
Oct 1
Jan 12
Live
CareBridge merchant websites
Watch
Monthly · 11th
Oct 11
Nov 11
Live

Workflows

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Name
Run
Outcome
Status
Due
Actions
Consumer Credit Policy · change request
Sep 26, 2026
—
Awaiting you
3d
Loan Exception Procedure · draft
Sep 30, 2026
Approved
Completed
—

Vaults

All vaults
Vault
Files
Ready for review
Open
Policies
1
—
Loan Policies
3
1
Loan Procedures
2
—

Chats

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