Compliance Queue
Centralized visibility into outreach, SOA, marketing classifications, and content review.
Mock data
SOA needing action
3
Templates pending
1
QR pending
1
Exception notes
1
SOA needed but incomplete
3
- Robert Chen · APPT-2027-10058Oct 16 — Rx review — SOA not started
- Walter Reyes · APPT-2027-11003Nov 4 — Standard review — SOA not started
- Linda Brooks · APPT-2027-11045Nov 27 — Prospect consult — SOA not started
Exception notes
1
- Greta Lin · APPT-2027-09988In-person SOA documented at appointment
Marketing classification review
1
- Direct Mail AEP Review PostcardReclassified from service to marketing — needs reviewer sign-off
Templates pending approval
1
- Prospect Booking Nudge (edited copy)Edits to approved language pending compliance review
QR campaigns pending review
1
- Pharmacy Table Event QRAwaiting compliance approval of flyer artwork
Agent website content review
1
- Maya Thompson booking page footerQuarterly content review due
Audit trail
- 2027-09-25 09:14Member prioritized — Eleanor WatkinsSystem
- 2027-09-25 09:15Outreach queued — Premier Early Booking SMSMaya Thompson
- 2027-09-25 09:16SMS sent — Eleanor WatkinsSystem
- 2027-09-25 12:42Booking link clicked — Eleanor WatkinsMember
- 2027-09-25 12:48Appointment booked — Oct 8, 10:00 AMMember
- 2027-09-26 08:01SOA sent — Eleanor WatkinsMaya Thompson
- 2027-09-26 10:22SOA completed — Eleanor WatkinsMember
- 2027-10-08 10:34Appointment completed — Eleanor WatkinsMaya Thompson
- 2027-10-08 10:36Enrollment workspace opened — APPT-2027-10042Maya Thompson
- 2027-10-08 10:48Enrollment activity started — Eleanor WatkinsMaya Thompson
- 2027-10-08 11:02Disposition saved — Eleanor WatkinsMaya Thompson