Create new case records from receptionist intake calls
Create new case records from receptionist intake calls
Receptionist intake calls arrive without structured case records, leaving coordinators unsure which need outreach. Send qualified intakes into your case tracker so coordinators follow up the same day.
Overview
When receptionist intakes aren't captured in your intake tracker, follow-up delays and lost opportunities increase. This workflow converts qualified reception calls into structured case records and posts them to your intake system, enabling coordinators to act the same day.