Add inbound care inquiry rows and database records

Your inbound care call transcripts and contact info arrive untracked, stalling scheduling and follow-up. Capture them as intake rows and records so schedulers can confirm appointments same day.

Overview

Inbound care calls without structured intake stall scheduling and frustrate coordinators. This flow captures caller details, transcripts, and appointment context into your intake sheet and database so intake coordinators can confirm bookings and follow up the same day.