For RDNs: Alert ops when lab-review client missing

RDNs creating lab-review appointments find clients missing from APM board, causing scheduling gaps. Alert operations staff to enter CV and FML dates manually so appointments proceed without hold.

Overview

Missing CV and FML dates stall lab-review scheduling and risk intake continuity for RDNs. This workflow alerts operations when a client isn't found on the APM board and creates a clear follow-up task, so appointments move forward without hold. Operations staff report fewer manual reschedules and smoother handoffs.

Notable Features

Notify operations of missing clients
Prompt manual CV and FML entry
Hold scheduling until dates added