Health engineers: assign navigators and record baseline dates

Health engineers see baseline submissions miss updates, causing onboarding delays and missed follow-ups. Automated updates assign a Health Navigator and record baseline date so coordinators start follow-up.

Health engineers: assign navigators and record baseline dates

Overview

Baseline submission gaps create onboarding delays and risk missed care follow-ups. This workflow keeps member records current by assigning a Health Navigator and recording baseline dates automatically, removing manual handoffs so coordinators begin follow-up without delay. The result is cleaner member data and reliable onboarding status for care teams.

Notable Features

  • Assign Health Navigator to member
  • Update member record with baseline date
  • Notify coordinators of onboarding changes

Health engineers: assign navigators and record baseline dates