01
Define readiness before outreach
The client defines the candidate source, program context, available information, approved outreach, decision owners, and conditions that must be met before an item enters the enrollment workflow.
03
Use a visible enrollment status model
Status can distinguish ready, outreach in progress, patient question, provider dependency, consent-related handoff, enrollment complete, onboarding next, and closed or deferred according to the client’s approved process.
Educational content only
This article describes general operational concepts. It is not legal, coding, billing, clinical, payer, or compliance advice and does not promise a specific outcome.