Wellness clinics: keep tracking cards updated on won cases

Operations coordinators at wellness clinics miss won updates in the sales dialer, leaving tracking cards stale. Post a comment to tracking cards so recruitment sees wins and ops have case notes.

Overview

Won statuses that don't reach tracking cards leave recruitment blind and slow provider onboarding. This workflow posts win details to your tracking board and alerts recruitment when cards are missing, removing manual follow-ups and keeping ops and recruitment aligned so response times drop dramatically.

Notable Features

Add win comments to tracking cards
Search cards by provider identifier
Escalate missing cards to recruitment