Follow-ups
Everything that needs a nudge — renewals, missing documents, stalled enrollments, attestations — in one prioritized queue you can action in a click.
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High priority
5
Act today
Medium
5
This week
Low
2
On track
Open follow-ups
12
0 handled today
What needs a nudge
Sorted by urgency. One click sends — or queues — the follow-up.
CAQH re-attestation due in 8 days
Dr. Robert Hayes must re-attest his CAQH profile or downstream enrollments stall.
Dr. Robert Hayes
To provider
Send attestation reminder
DEA registration expires in 12 days
Dr. Sarah Chen's DEA lapses soon; no auto-renewal on file yet.
Dr. Sarah Chen
To provider
Send renewal reminder
WA license expires in 21 days
Renewal is auto-drafted — needs Dr. Kim's signature to submit.
Dr. Daniel Kim
To provider
Request signature
MN Medicaid enrollment pending 37 days
Dr. Johnson is ready to work but not billable in MN until Medicaid clears.
Dr. Alex Johnson
To payer
Escalate to payer
Background check not uploaded
Onboarding for Olivia Reed is blocked pending her district background check.
Olivia Reed
To provider
Request document
Pediatric care attestation outstanding
Required for the National School Health Network space.
Olivia Reed
To provider
Request document
NY Medicaid BH MCO enrollment pending
James Mitchell, LCSW — application submitted, awaiting MCO response.
James Mitchell
To payer
Follow up with payer
PSV awaiting board verification (Day 11)
Psychiatry board verification outstanding for Dr. Chen.
Dr. Sarah Chen
To state board
Follow up with board
KS RHTP privileging 3 of 5 sites complete
Two facility privileging packets still open for Dr. Lopez.
Dr. Maria Lopez
To state board
Follow up with facilities
Weekly supervision cosignature due
Aisha Patel's supervisor needs to cosign this week's logged hours.
Aisha Patel
To supervisor
Remind supervisor
Malpractice COI expires in 27 days
Auto-drafted — courtesy reminder recommended.
Dr. Priya Raman
To provider
Send renewal reminder
ND license renewal in 41 days
Auto-drafted; on track.
Dr. Marcus Webb
To provider
Send renewal reminder
Eastside Hospital follow-ups · 12open ·
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