Smart Year-End Offboarding: Streamlined Placement Cleanup for Therapists

This idea proposes replacing the current, email-heavy and admin-intensive summer offboarding process with a self-service “Year-End Tasks” section in the therapist dashboard. Instead of sending multiple reminder emails to therapists and manually tracking their responses, therapists will be prompted within the platform to review and confirm or update their end dates for each school placement. Their responses will drive tailored reminders and allow for automatic suppression of follow-ups once all tasks are completed. This reduces administrative workload, improves data accuracy, and enhances the therapist experience with fewer, more relevant communications.

ChatGPT also designed this sample visual for the Dashboard based on the current process I fed it, after reviewing the current challenges and proposed solution:

📌 Your Active Placements

✅ Instructions

Please review your placements and confirm the actual end dates. This helps us ensure billing, unlinking, and year-end cleanup are completed on time. Confirming an end date allows us to tailor reminders to your actual schedule. Once all tasks for a placement are completed, it will be marked as Cleared and removed from reminder emails.

🛠️ Features

• Interactive Actions: Therapists can click to confirm/update dates or set reminders.

• Dynamic Status Updates: Real-time reflection of therapist inputs.

• Automated Follow-Ups: Tailored reminders based on therapist responses.