Synthetic design preview — not the live CRMPlayable UI with fixtures only. No sign-in, database, vendors, or production data.
Overview
New inquiries83 need first responseDiscovery scheduled4Shared reviewer poolAssessments active31 needs follow-upProposals ready2Scope before pricing Confirm discovery agendaSierra Family Clinic
Due todayToday, 2:00 PM
Review de-identified denial sampleCoastal Behavioral Health
In progressTomorrow
Approve service scope before pricingNorth Star Physical Therapy
Needs reviewFriday
Operating rhythm
One accountable timeline
- CaptureSource, consent, fit, and request
- QualifyPractice need and review path
- AssessFindings, evidence, and ownership
- ProposeApproved scope before pricing
- TransitionHandoff with milestones and audit trail