Notify operations team of eligibility upload and issues

Your eligibility uploads lack a clear validation summary, leaving coordinators unsure which records need fixes. It shows validity counts and pipeline status so teams can triage and clear uploads same day.

Notify operations team of eligibility upload and issues

Overview

Eligibility uploads often hide formatting and duplicate problems that stall onboarding; sending immediate summaries to your operations channel puts those issues in front of the right people. With this workflow, coordinators see counts and pipeline flags in minutes, enabling same-day triage.

Notify operations team of eligibility upload and issues