Keep wellness customer priority accurate for COOs and ops staff

COOs at wellness firms see 'critical' tags linger when customers reach Accepted Customers, causing misrouted escalations. This flow removes the tag on admission so ops and support prioritize accurately.

Overview

Misapplied 'critical' tags force ops and support to escalate the wrong cases and put member experience at risk. This workflow ensures tag removal when customers join Accepted Customers, keeping records aligned so ops and support prioritize correctly and report fewer misrouted escalations.

Notable Features

Remove 'critical' tag on admission
Update customer record in CRM
Alert ops and support on change