Reference check outreach · 01HZX7Q1HG6DZ4XN3KP9MT2VWA

Reference outreach × 3 — A. Patel onboarding

Aisha Patel · TX · LPC-A·Mindscape Behavioral Health·Pool: CVO partner·Created Apr 28 · 09:03 AM

SLAin 12 days · May 10

Unassigned

Sub-tasks

Structured steps for reference_check_outreach. Production: each toggle writes to the ticket's sub-task array and the audit log.

Email each reference (3 contacts)

Follow up on day 5 if no response

Capture responses in structured form

Mark complete or escalate after 2 attempts

Capture result

When complete, this structured payload writes back to the customer-facing IntegrationJob result field via transition_job('completed').

Reference 1 — name

Reference 1 — outcome

Reference 2 — name

Reference 2 — outcome

Reference 3 — name

Reference 3 — outcome

Summary for customer-facing job

Artifacts

Documents, screenshots, fax confirmations — anything that constitutes evidence the work happened. Encrypted at rest, audit-logged on every access.

No artifacts yet. Required for completion of this template.

Internal notes

Specialist-only thread. Customer-facing job timeline is separate and curated.

SystemApr 28 · 09:03 AM

Created from intake — A. Patel listed 3 references during /intake/[token] flow. Awaiting CVO pool assignment.

Customer-facing job

job_01HZX7Q0FZ5R8YT2W7VN6DSXBA

The coordinator at Mindscape Behavioral Health sees this as a tracked workflow with status, ETA, and last-action visible. They never see this internal queue.

Open customer view of provider →

Cost & time

Estimated specialist hours1.5h

Actual hours so far0h

Cost (loaded $50/hr)$0

Customer price$300

Margin (est.)$300

Ready to mark complete? All required sub-tasks and the result form must be filled in.