Add updated sheet rows to master patient list

Your intake sheet updates sometimes fail to reach the master roster, leaving campaigns without new prospects. It consolidates entries and creates a patient folder for same-day outreach.

Add updated sheet rows to master patient list

Overview

When intake rows don't flow into the master roster, segmentation and outreach stall and prospects slip through the cracks. This flow consolidates updated intake rows into a single roster and ensures a matching file folder so campaign managers can launch targeted outreach the same day.

Add updated sheet rows to master patient list