video1.0<iframe src="https://www.loom.com/embed/8a0dfeb6c6834ae990fc3389a123955f" frameborder="0" width="1952" height="1464" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14641952Loomhttps://www.loom.com14641952https://cdn.loom.com/sessions/thumbnails/8a0dfeb6c6834ae990fc3389a123955f-cf59bb8b888bbccd.gif366.118Hey everyone, this is Sharan from HipHealth. I walked you through our updated client intake module to reduce manual work and give you one queue with ownership and visibility. Leads can enter through an embeddable form, an AI chatbot, AI voice chat, or be added manually, then move through fully customizable stages. Each stage uses AI skills to draft actions like sending a welcome packet, and task templates for admin checklists. On the client profile you can view labels, notes, activity, an eligibility pipeline, lead scores, and metrics to spot bottlenecks. No action is requested from you in this Loom.