The exception is part of the workflow.
Operations staff needed to follow up on missing documents without repeating the same work. I co-developed the workflow and built the editor, then added the details that make automation useful in practice.
Co-developed implementation
Put operations in control.
Rules, templates, and 30/60/90-day follow-ups that staff can manage without a code change.
Remember the exception.
A claim-specific edit carries into the next follow-up. Staff don’t have to make the same correction twice.
Make changes recoverable.
Version history restores earlier templates. A better workflow also needs a way back.
