What to send
Inquiry counts, timestamps, and who still needs a call. That is enough to start.
You send last week’s inquiries so we can build Monday’s call list. Start with counts and timestamps. Leave patient and student names out of the first send.
Inquiry counts, timestamps, and who still needs a call. That is enough to start.
Charts, credentials, and full patient or student records stay in your systems unless you later ask for a tighter setup in writing.
A person reviews outbound messages before they send. Your people take the live conversation.
Site forms come to MindPress. Ask if your compliance team needs a written note for a specific workflow.