Enrolment rows
Enrolment records returned by Thrive Wellness, including plan name and status when the row includes them.
Connect Thrive Wellness so PaperThread can answer enrolment questions and flag missing or lapsed coverage from the rows that come back.
Enrolment records returned by Thrive Wellness, including plan name and status when the row includes them.
Missing or lapsed coverage is flagged from the enrolment rows that come back, including a row marked waived, pending, or terminated.
Plan name and coverage tier are read only when the enrolment row includes them.
PaperThread does not write enrolment or coverage back to Thrive Wellness.
Answer enrolment questions from the Thrive Wellness rows that come back.
Prepare a follow-up when missing or lapsed coverage is flagged.
Send the next step to the person who owns it.
PaperThread does not write enrolment or coverage back. A gap the read cannot close stays open with a person.
Assign a person when the Thrive Wellness connection cannot finish the action.
Answers for this connection, including what PaperThread can read and what still needs a person.
A pension scheme when a Thrive Wellness question also needs retirement context.
The private DM where a Thrive Wellness question or approval can be sent.
Approved policy files that sit alongside Thrive Wellness enrolment context.
Payroll context when a Thrive Wellness enrolment question also needs pay.
Answer enrolment questions from Thrive Wellness, flag missing or lapsed coverage, and keep anything unfinished with a person.