Operations Overview

What needs attention right now across the Freely marketplace.

Needs action

12

5 overdue · 4 replies · 3 approvals

Active connections

34

▲ 6 this week

Awaiting support reply

7

oldest 2h 14m

Overdue tasks

5

2 provider · 3 internal

Onboarding in flight

9

3 stalled at NPI

Logins today

41

28 providers · 13 cos

Needs action

prioritized

Compliance hold — Dr. Patel (NV)OIG check returned a flag · connection paused

overdue 1d

Lumen Behavioral replied — awaiting support“Can we add a second MD before launch?”

2h 14m

Approve rate sheet — Cascade Telehealth$185/mo medical director · awaiting your sign-off

due today

Credential packet stalled — Dr. OkaforSAM/OIG cleared · waiting on signed agreement 3d

3d

Verda Health requested cancellationContract ends in 14 days · needs offboarding plan

overdue 6h

Active connections

latest movement

Connection	Stage	Owner	Next action
CT Cascade TelehealthDr. Reyes	Rate review	Brandon	Approve rate sheet
LB Lumen BehavioralDr. Adeyemi	Onboarding	Support	Reply to MD question
NW Northwind CareDr. Okafor	Live	Brandon	30-day check-in
MR Meridian RxDr. Chen	Matched	Support	Send credential packet

Replies waiting on support

7

LB

Lumen Behavioral“Can we add a second MD before launch?”

2h

DR

Dr. Reyes“Resending my updated DEA cert today.”

3h

VH

Verda Health“Need the offboarding timeline in writing.”

5h

SO

Dr. Okafor“Where do I e-sign the agreement?”

1d

Recent portal activity

live

DC

Dr. Chen signed in to provider portal

2 min ago · Marketplace

CT

Cascade Telehealth opened credential packet

11 min ago · Company portal

SA

Dr. Adeyemi completed NPI verification

26 min ago · Onboarding step 2

BL

Brandon moved Meridian Rx to Matched

38 min ago · Pipeline

NW

Northwind Care signed in · 3rd today

52 min ago · Company portal

Deal Pipeline

11 stages from connection requested through closed.

Inbox

7 waiting

Activity Log

Every portal event across providers and companies.

Connections Command

34 active provider ↔ company connections. Click any row for the full record.

Connection	Status	Stage	Owner	Latest movement	Next action

Task Queue

Separated by who the work touches — provider, company, internal, or awaiting approval.

Providers

Medical directors in the marketplace network.

Provider	NPI	States	Connections	Compliance	Last active

Companies

Health businesses sourcing medical direction.

Company	Type	Connections	Plan	Owner	Last active

Support Triage

Incoming requests to support@joinfreely.com, sorted by priority and SLA.

Request	From	Priority	SLA	Assignee