Keep patient gender data accurate for marketing ops
Keep patient gender data accurate for marketing ops
Marketing ops miss CRM gender updates, causing outreach errors and wrong eligibility lists. It updates the patient spreadsheet so outreach segments and eligibility reports use current demographics.
Overview
Missed CRM gender updates mis-target outreach and skew eligibility reporting for marketing ops. This workflow keeps CRM changes reflected in the patient spreadsheet so outreach segments and eligibility reports use current demographics, cutting down manual reconciliation and missed outreach.
Notable Features
- Update patient spreadsheet rows
- Filter out empty gender fields
- Alert ops on unmatched records