Customer success ops: ensure EHR status reflects progress
Customer success ops: ensure EHR status reflects progress
Customer success ops managers risk care coordination when 'Complete' records don't flip to Live. Set EHR to Live for completed records or use current stage so handoffs use accurate patient records.
Overview
Inaccurate EHR statuses put care coordination at risk and cause downstream workflows to act on stale patient records. This workflow flips completed records to Live or preserves the current stage, eliminating status drift so care handoffs always run on accurate patient records.
Notable Features
- Set EHR to Live on Complete
- Copy current stage for incomplete records
- Notify customer success ops on change