Keep patient phone numbers current for outreach coordinators
Keep patient phone numbers current for outreach coordinators
Outreach coordinators miss callbacks when CRM phone updates don't reach the shared calling sheet. This workflow pushes CRM phone changes to the shared calling sheet so callers use current numbers.
Overview
Stale phone numbers lead to missed patient callbacks and extra manual work for outreach coordinators. This workflow keeps CRM phone fields flowing into the shared calling sheet so callers reach patients with current numbers, reducing manual edits and missed outreach.
Notable Features
- Update shared calling sheet on change
- Find patient row by record id
- Create missing patient rows automatically