Keep payer-related tasks labeled for mental health HR

Project managers in mental health HR & recruiting ops miss payer-tagged tasks when Org/Department isn't set, causing reporting gaps. The flow tags new tasks as Business Unit - Payer so HR can filter and report payer work promptly.

Overview

Mental health providers risk staffing and billing inaccuracies when payer work is miscategorized, putting HR reporting at risk. This workflow guarantees Business Unit - Payer is set on new project tasks when Org/Department equals Payer, eliminating misclassification and enabling HR and operations to filter and report payer work promptly.

Notable Features

Set Business Unit - Payer
Detect Org/Department equals Payer
Update task custom field