Business owners: ensure leadership tasks follow patient updates

Operations coordinators miss leadership follow-ups when patient project tasks change, creating CAP30 reporting gaps and delayed clinician action. Leadership tasks get owned so follow-up happens faster.

Overview

Missed leadership follow-ups create CAP30 reporting gaps and slow clinician action. This workflow creates per-patient leadership tasks and routes them to the correct clinician, eliminating ownership gaps and producing zero missed follow-ups. Operations leaders get faster handoffs and clearer audit trails.

Notable Features

Create leadership task per patient
Assign ownership to the clinician
Attach CAP30 context to task