Health CEOs: Update testing schedules after frequency change

Marketing ops at health programs miss kit shipments when testing flags stay outdated. This recalculates the quarterly date and clears the semi-annual flag so outreach resumes quickly.

Health CEOs: Update testing schedules after frequency change

Overview

Missed kit shipments and outreach gaps create compliance and retention risk for health programs, especially when marketing ops owns scheduling. This workflow recalculates next-quarter dates and clears outdated flags so program coordinators and marketers have reliable schedules that prevent missed shipments.

Notable Features

  • Recalculate next quarterly test date
  • Clear semi-annual testing flag
  • Notify coordinators and marketing ops

Health CEOs: Update testing schedules after frequency change