CVO partner · Andros HealthInternal ops · 2 specialists← Back to customer view
Reference check outreach · 01HZX7U3HJ7BVKR2MP4FN9DTXCA

Reference outreach × 2 — J. Williams (final-cycle)

Jordan Williams · FL · LMFT-A·Mindscape Behavioral Health·Pool: CVO partner·Created Apr 27 · 02:38 PM
SLAin 6 days · May 04
AssignedOwner: Marco Reyes (CVO)

Sub-tasks

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

Email reference 1 (Dr. Sarah Reyes — supervisor)
Email reference 2 (Dr. Eduardo Hernandez — clinical director)
Capture responses in structured form
Mark complete or escalate

Capture result

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

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.

No notes yet.

Customer-facing job

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.