OUTBOUND INTAKE OPERATING SHELL
A configurable outbound-intake workflow automation.
Today's call queue, partial interviews, delivery failures, and reports awaiting review.
Import or add patients, schedule outbound calls, and capture the medical intake sections directly on the patient record.
Generated report queue and preview for the medical intake workflow.
Compliance posture for transcript handling, delivery, review, and retention.
Send completed reports to the configured recipient, with optional CC and BCC.
Select an industry and subtype to configure the intake questions, report templates, and provider settings for this workflow.
Uses the PM-family realtime session path and VoiceNav tool registry.
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