Add insurance and policy details to admissions leads

Admissions coordinators get leads missing insurance and policy details, delaying eligibility checks and patient intake. So admissions can prioritize eligible patients and start outreach quickly.

Overview

Admissions coordinators lose time chasing incomplete leads, which delays patient intake and eligibility checks. This workflow enriches new leads with insurer and policy details so staff can prioritize eligible patients and start outreach quickly — eliminating routine data gaps and reducing manual handoffs.

Notable Features

Populate insurer and policy fields
Attach parsed form answers to lead
Notify admissions of high-priority leads