Lead worklist
Leads waiting to be worked. Import a spreadsheet from PPM (or any vendor) — column names are matched loosely, so no hand-editing.
| Received | Name | Phone | Interest | Source | State |
|---|
No leads yet — import a CSV or load the synthetic set.
No lead attached
Coverage
Select a payer to see the verdict.
Live checks
Flags appear as you fill the form.
Review queue
Every record needs a human decision. Nothing reaches Schedule-Ready without one.
| Patient | Procedure | Payer | Agent | Status | Flags | Tasks | Updated |
|---|
No intakes yet.