Routine follow-up with verified records
Consider a follow-up offer whose enrollment depends on receiving a usable existing plan. For the Wichita pilot, distinguish records requested from records actually reviewed. A missing report should be visible before the appointment is presented as ready. Decide how much staff time the fee covers when several attempts are needed to obtain it. The doctor may discover that the old instruction no longer answers today's question. Give that finding an understandable outcome, including another assessment when needed, rather than letting a membership renewal imply automatic continuation of the earlier plan.