Prepare nonclinical referral evidence, obtain an independent decision and complete only eligible reviewed work.
Relationship Owner creates Draft work under the correct opportunity and organization. Record the referral code, received date, follow-up due date and consent basis, then check the supporting evidence.
Relationship Owner submits the current revision, moving Draft to Submitted through the guarded action. Submission requests a decision; the due date does not supply authority to complete the work.
Sales Manager independently reviews the submitted revision and records a reason. Approve moves Submitted to Approved; Reject moves it to Rejected. Return asks for correction through the agreed correction path.
Relationship Owner performs the eligible completion action, moving Approved to Completed. The action rechecks the actor, organization and revision and keeps the receipt of its result.
Sales Manager compares the receipt with the intended follow-up and local effect. An unresolved discrepancy goes into the evidence exception process.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.