01
Verified client match
Confirm the right client before any lookup.
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MEDICAID REVIEW
Review Medicaid status. Flag changes.
Prepare a sourced status view for agent review—never infer a plan from one field alone.
PROPOSED WORKFLOW / FOUR STEPS
02
Permitted eligibility lookup
Use only agency-approved access and sources.
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03
Save status + source + date
Keep the trail visible for the next reviewer.
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04
Agent reviews plan eligibility
The agent verifies the plan’s requirements against confirmed eligibility evidence.
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◉ AGENT CHECKPOINT · Human review stays in the loop
Guardrail: Medicaid status alone does not establish the best plan. No unsupported eligibility inference.
