Keep virtual consults yellow for marketing ops and routing
Keep virtual consults yellow for marketing ops and routing
Marketing associates miss virtual consults in crowded calendars, causing prep and routing errors. This flags those events yellow so ops and clinical staff prioritize prep.
Overview
Outsourcing teams risk client handoff errors when virtual consults go unflagged, producing prep gaps and routing mistakes. This workflow visibly flags virtual appointments yellow on your calendar so ops and clinical staff prioritize preparation, reducing missed handoffs and smoothing client delivery.
Notable Features
- Mark virtual consults as yellow
- Filter events by consult keywords
- Notify ops and clinical staff