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Create post-call intake records for patient recruitment leads

Create post-call intake records for patient recruitment leads

Your post-call screening notes and recordings aren't linked to contact profiles, so coordinators lack context for follow-up. Capture intake details to enrich lead records and enable same-day outreach.

Create post-call intake records for patient recruitment leads

Overview

When post-call screening isn't attached to your contact records, coordinators waste time reconciling notes and miss outreach windows. This flow captures transcripts, recordings, and screening answers directly into the lead record so coordinators can follow up the same day and preserve context.

Create post-call intake records for patient recruitment leads