Who to call, when — built from open referrals, the 2-week agent capacity pattern, and historical connect rates by age × time of day. Each window is sized to capacity and filled with the highest-connect-probability patients. The named worklist (with patients + assigned window) is generated locally each refresh; this view is the PHI-free plan + live progress.
Who is on the phones, and when. Darker = more calls placed/received in that hour. Use this to spot coverage gaps and overlap.
Stacked by connection status per day. Hover a bar for counts.
Click a column header to sort. Conn % = confirmed two-way ÷ total dialed. Columns marked * are rates over connected calls: Enroll %* = enrolled ÷ connected, Decline %* = declined ÷ connected. Use the call-type toggle to see volume + outcomes per kind of call.
Calls per agent per day — spot who's dialing, when, and what kind. Respects the team/line filters above.
Per referred patient (referral channel, joined to calls). True outreach attempts only — calls after a patient enrolls (reminders, care-manager) are excluded. Bars = enrollments first won at each attempt; line = cumulative % captured; dashed = connect rate. SLA = up to 7 attempts, every 2–3 days, until enrolled or declined.
Depth of follow-up (median attempts per referral) and resulting conversion (enrolled ÷ referred), month over month.
Every call in the filter, by what happened. Hover for share.
Outbound enrollment calls only — from dial to result. Untranscribed = answered but no recording to read.
What kind of work the team is doing.
The dialed number — the cleanest campaign signal.