Create post-call lead records with full call details

Your post-call patient screening notes are scattered, leaving coordinators missing clinical context. Capture recordings and screening answers so coordinators can prioritize outreach same day.

Overview

When post-call patient details don't land in intake, coordinators lack the context needed to act. This workflow finds or creates the right contact, attaches recordings and screening answers, and publishes a complete lead record so outreach and scheduling happen same day.