Add updated sheet rows to master patient list
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.
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.