Admin Tasks
Manage and track administrative tasks for all journeys
Admin Only
JP
Medical Records Review
Assigned to: Jane PetersonReview medical history and lab results for GC candidate #24688
Journey: Peterson Family | Due: Jan 15, 2026
Pending
Task Details
- Review complete medical history forms
- Verify all lab results are current (within 6 months)
- Check for any red flag conditions
- Update case notes with findings
Required Documents
Activity Log
AG
Alfredo G
Assigned task - Jan 10, 3:45 PM
Assigned task - Jan 10, 3:45 PM
MA
Background Check Verification
Assigned to: Mike AndersonVerify background check results for IP candidate #24677
Journey: Martinez Family | Completed: Jan 9, 2026
Completed
Background check completed and verified. No issues found.
Completed by Mike Anderson on Jan 9, 2026 at 2:30 PMAdmin Only
SW
Insurance Policy Review
Assigned to: Sarah WilliamsReview and approve insurance policy documents for journey #24655
Journey: Chen Family | Due: Jan 12, 2026
In Progress
Task Details
- Review policy coverage limits
- Verify beneficiary information
- Confirm premium payment schedule
- Update journey status upon approval
JP
Legal Document Finalization
Assigned to: Jane PetersonFinalize surrogacy contract and collect signatures
Journey: Thompson Family | Due: Jan 11, 2026
Urgent
Contract has been reviewed by legal team. Ready for final signatures from all parties.
Urgent: Contract must be signed by Jan 11 to stay on schedule.
12
Active Tasks
5
Pending
23
Completed This Week
2
Overdue