What moves forward.
Sales activity has a documented handoff into intake.
Referral outreach & prospect work
Referral growth needs assigned follow-up, a contact history and clear permission to communicate.
THE OPERATING FLOW
What your team does.
- Review a source/prospect and assign ownership.
- Record attempts and dispositions with the next action.
- Use an approved communication path or convert reviewed interest into a lead.
When something changes.
Opt-outs, unsuitable contacts and unsuccessful attempts change the next permitted action.
CONTROL POINT
Review need, permission and the next action before contacting or converting.
YOUR IMPLEMENTATION
A purchased list or public contact does not establish permission for every channel. Patient outreach needs its own review.
Your operation. Your scope.See what changes
See what changes
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Selected modalities · agreed AI allowance
BAA and setup before patient data