Operational Workflows & Compliance
Focuses on sensitive situations, B2B integrations, and complex escalations.
- Sending members their data or clinical records
- How can I write a review for my coach and experience with Vida?
- How to verify pay org members using B2B before assisting them with any Support request
- Follow up for Coaches requesting Member Info - Phone Number
- Closing a Member Account due to member passing away
- Handling Reports of Inappropriate Member Conduct
- Suspended Dash Member Termination Process
- Program Exclusion Review Process
- B2B Manual Unlink/Relink Instructions