Record lead status changes for intake and referral teams

Your lead and patient referrals lack change history, leaving intake unclear on next steps. The flow builds a searchable status-change record so coordinators can act with full context same day.

Overview

Lost status history slows intake and delays care coordination; capturing each status change fixes that gap. This flow creates a searchable record so program coordinators and referral managers see full history and act within minutes, improving same-day responsiveness.