Send member service agreement to new team leader
Send member service agreement to new team leader
You delay MSAs after enrollment updates, slowing onboarding and adding manual work for coordinators. It sends the correct MSA template to assigned leaders and marks the record same day.
Overview
Manual signature sends create onboarding delays and audit work for program teams; this flow delivers the right regional MSA to the assigned leader as soon as their enrollment updates. Program coordinators get signed agreements and updated records same day, reducing paperwork and audit friction.