1 Request type2 Safe intake3 Review4 Secure onboarding if needed
Dashboard-ready placeholders: Request ID, Request type, Name, Phone, Email, City/state, Status, Notes, Date submitted, Follow-up needed, Document status placeholder, Contract status placeholder. Statuses: New, Under Review, Needs Follow-Up, Waiting for Secure Onboarding, Waiting for Contract, Waiting for Payment, Active Later, Closed, Not a Fit.
AI-ready internal note: AI may help sort requests, summarize inquiries, flag missing information, and draft follow-up messages. AI must not make medical, legal, hiring, licensing, or final approval decisions.
AI-ready internal note: AI may help sort requests, summarize inquiries, flag missing information, and draft follow-up messages. AI must not make medical, legal, hiring, licensing, or final approval decisions.