Purpose
Structured validation of insurance verifications by Junior team with Operations Manager approval.
Detailed steps
1Junior — Initial verification
Junior verifies via portal or call and completes BC Breakdown.
2Junior — Frequency Check
Confirm frequencies and last service dates for relevant procedures.
3Junior — Plan identification
Confirm Plan Type from dropdown + Group Number (see SOP-OP-004).
4Submit to Operations Manager
Change ticket status to "Pending Manager Review".
5Operations Manager — Review
Manager reviews: BC Breakdown, frequencies, plan identification, attachments.
6Approval signature
Manager signs in system → ticket → status Approved.
7Close
Verification saved and available to office.
Stub: Pass real workflow (dashboard) and I'll add screenshots + time per step.