Enrollment Workspace
A continuous workspace that opens with the appointment context already loaded.
Embedded mock
Enrollment workspace context
Eleanor Watkins
Plan year 2027 · Premier Review · Appointment APPT-2027-10042
Ready
Agent
Maya Thompson
SOA status
Complete
Appointment type
Premier Review
Workspace status
Ready
Member-ready summary
What the enrollment workspace pre-loads.
Current plan
Medicare Advantage Choice PPO
County
Cook
Risk reason
PCP network disruption + Rx sensitivity
Preferred channel
Phone
Last touch
2027-09-18
SOA acknowledgement
On file · 2027-09-26
Workspace guardrails
- Appointment context is passed without re-keying.
- Agent identity follows from session.
- Outcome feedback returns to the appointment audit trail.
- No SOA == no product-specific discussion.