Recreational facilities: route appointment requests to verifications team

Verifications coordinators at recreation centers miss appointment forms in submissions, causing scheduling delays and unverified insurance. This creates verification records and assigns tasks so checks start.

Overview

Recreation centers risk scheduling backlogs and unverified insurance when appointment requests sit in form submissions. This workflow captures each request, creates a verification record, and assigns a task so verifications begin eligibility checks immediately — eliminating overlooked requests and improving handoffs between ops and scheduling.

Notable Features

Create verification records automatically
Assign tasks to verifications coordinators
Attach uploaded insurance documents to tasks