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Create inbound call rows for new referral leads

Create inbound call rows for new referral leads

Your referral calls and intake notes arrive apart from scheduling, causing manual lookups and missed assessments. It centralizes call details and intent so schedulers can book assessments same day.

Create inbound call rows for new referral leads

Overview

Inbound referral calls often arrive as fragments, forcing intake coordinators into manual lookups and delaying bookings. This workflow consolidates call context into one intake sheet so schedulers can confirm and assign caregivers the same day.

Create inbound call rows for new referral leads