Patient Search
Quickly locate patients for inbound calls and supply requests
Search Results
Enter search criteria above
Search by name, patient ID, date of birth, or order ID
Eligible Patients
Orders Placed
Eligible Patients
Agent Performance
Patient Files
Admin Dashboard
Manage agents and view order statistics
Total Agents
Total Orders
Orders Today
Avg Per Agent
Agent Performance Leaderboard
Telephony Dialer Import
Import call disposition data from Call Shaper or other telephony dialer systems. Upload a CSV file with patient contact outcomes.
Supported format: Call Shaper CSV export
Required CSV Columns:
patient_id
phone
disposition
notes
order_id
(optional)
Enterprise Features
Outreach management and billing system integration
Patient Outreach
Send SMS or email to patients. Messages are sent via Twilio (SMS) and SendGrid (Email).
SMS Sent Today
Emails Sent Today
Mass Outreach Campaigns
Send SMS or Email to all eligible patients at once before your calling campaign. Messages are personalized with each patient's eligible supplies.
Select Campaign Type:
SMS Eligible
All patients ready for SMS
Email Eligible
All patients ready for Email
Campaign Info
View Campaign Patients
▼Call Shaper Dialer Export
Export eligible patients to Call Shaper predictive dialer. Automatically excludes patients marked as "Declined" or "Wrong Number".
Export Includes:
- Patient ID (LeadID)
- Name and contact information
- Primary phone and alternate phone
- Email address
- Insurance payer and member ID
- Eligible supply items (in Notes field)
Webhook URL for Call Shaper:
Loading...
Configure this webhook in Call Shaper to receive real-time call dispositions. Patients automatically re-queue based on call outcome.
Webhook URL for Twilio SMS:
Loading...
Configure this webhook in Twilio Console for Status Callbacks and Inbound Messages. The system automatically tracks SMS delivery status and patient replies (YES/NO/STOP).
Disposition Tracking System Active
Patients are automatically removed from mass outreach when they: confirm orders or have wrong numbers. Patients stay in queue if they decline or don't answer (they need follow-up). Dispositions sync from Call Shaper webhooks, Twilio SMS replies, and agent manual entry.
Billing System Export
Export submitted orders to Brightree, Niko, or Bonafide billing systems via SFTP.