Architecture: CE integrates with Platform Foundation for communications and notification infrastructure, and sequences qualified referrals into Clinical and Practice Management.
From lead to referral
Leads arrive from widgets, partner referrals, or direct contact, then run through intake screening and eligibility prescreen. Qualified leads are scheduled and sequenced as referrals into Clinical and Practice Management.
Key surfaces
Intake screening (user)
Day-to-day screener workflow.
Intake screening (admin)
Configure the intake pipeline.
Calendar cron webhooks
Scheduled outreach automation.
Get oriented in CE
1
Capture the lead
Leads arrive via embeddable widgets, partner referrals, or direct contact.
2
Screen & qualify
Run the intake screening pipeline with eligibility prescreen and document collection.
3
Schedule & hand off
Book the intake appointment and sequence the referral into Clinical / Practice Management.
By role
- Intake coordinator
- Outreach specialist
- Compliance
Daily call triage, screening, and scheduling.
Scope at a glance
- Lead & contact management — leads, contacts, relationship mapping, CRM-style pipelines.
- Intake screening — initial qualification, eligibility prescreen, document collection.
- Calendar & scheduling — outreach calls, intake appointments, cron-driven webhooks.
- Communications — email and SMS workflows with consent, TCPA / CAN-SPAM compliance.
- Embeddable widgets — intake forms hostable on partner websites.
- Referral sequencing — coordinated handoffs into Clinical and Practice Management.
Related
Clinical intake handoff
How qualified intakes flow into Clinical.
Communications compliance
Consent and messaging compliance evidence.
FCRA / TCPA tracking
Outreach regulatory crosswalk.