Customer support ops keep paid enrollee roster accurate
Customer support ops keep paid enrollee roster accurate
Customer support ops review consent forms and risk unpaid enrollments entering program workflows, causing incorrect rosters and support escalations. Only paid respondents get added to the master sheet.
Overview
Unpaid enrollments slipping into programs create incorrect rosters and trigger avoidable support escalations. This workflow prevents unpaid respondents from entering the master roster so operations and support act only on paid enrollees, producing cleaner handoffs and far fewer manual checks.
Notable Features
- Add paid respondents to sheet
- Filter submissions by payment status
- Notify support of new enrollees