Before you hand off
- All contact attempts logged with timestamp and outcome.
- Most recent merchant disposition tag set.
- Latest balance reconciled against payment processor.
- Any compliance flags or disputes attached.
Rehab 2 2 min read
Rehab 1 → Rehab 2 Handoff Checklist
Required notes, documentation, and tags before passing an account to Rehab 2.
rehab handoff checklist
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