DMEStudiosBY SOFLOAI
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Lead intake & ingestion

Calls, forms, imports and documents arrive with different information and can describe the same person.

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THE OPERATING FLOW

What your team does.

  1. Review origin, equipment need and contact information.
  2. Inspect duplicate candidates and release/import previews.
  3. Create or link native work only after checking the handoff.
DOWNSTREAM HANDOFF

What moves forward.

Intake receives a linked record with provenance.

UPSTREAM REVIEW

When something changes.

Return incomplete imports or conflicting identity to review; discarded records stay distinguishable.

CONTROL POINT

Keep the source, confirm the person, and review the handoff.

YOUR IMPLEMENTATION

An imported lead is neither patient consent nor a completed order. Conversion and duplicate scenarios need company-specific validation.

Your operation. Your scope.

See what changes
at your desk.

Start with a guided demo. Explore a free 14-day pilot built around the workflows you want to evaluate.

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Selected modalities · agreed AI allowance
BAA and setup before patient data