Update patient phone numbers in outreach sheet on change
Update patient phone numbers in outreach sheet on change
Your patient calling list goes stale when CRM phone updates don't reach the outreach worksheet. Keep the sheet current so coordinators can reach patients within minutes.
Overview
When phone fields drift out of sync, outreach teams waste time on duplicate dials and missed care opportunities. This flow keeps the shared calling worksheet current by pushing contact phone updates into the sheet so coordinators have verified numbers within minutes.