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Current Onboarding Process, Implementation/Changes, Steps Change, Zapier:…
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Implementation/Changes
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Verify ALL Numbers
If client changes number from landline and tags applied changed, server side sends mobile number verification post
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Attach API: Add to App Initiated tag to onboarding stage: Start Sequence (Stage 1 - onboarding questionnaire camp)
Steps Change
- API: Add to app server side tag configuration in IS New Client Enrolled campaign (decision diamonds and structure)
- Luke - to configure API: Add to app initiated for DPP and for Self Pay Enrolled add to app/mobile number verification process
- Once API add to app process set for both DPP and Self Pay enrolled, Greg to configure campaign structure in new client enrolled campaign (self pay enrolled - just tags EM verification and active betr health membership, DPP has decision diamond Has/Has no API add to app initiated tag, follow through with zapier add to app tagging and 1 onboarding text process - This covers michaela's PCC enrollees (manual process)
- Landline/Incorrect Number Tag after verification has its own standalone sequence. Right now JustCall does verification
- Move landline number changed to another number verification process over to server side - http post to server side, update RMDY user with new phone number
- Combine Onboarding Text Messaging into 1 message
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Luke Server Side
Verify Mobile
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Configure Scheduling Link, store in IS
Configure Onboarding Quiz, store in IS
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