Skip to content
Templates
Assign health navigator and update onboarding from baseline

Assign health navigator and update onboarding from baseline

Your baseline submissions require manual edits, delaying navigator assignment. This updates member records with baseline date and assigned navigator so coordinators can start care same day.

Assign health navigator and update onboarding from baseline

Workflow preview:

Zap details:

Overview

Baseline rows often leave member profiles incomplete, delaying navigator assignment and first-touch outreach. This flow updates member records and assigns navigators as soon as a baseline is submitted, so coordinators can begin onboarding and care same day.

Assign health navigator and update onboarding from baseline