Set up an admissions front-door pilot without blurring ownership.
Use this checklist before routing real missed, overflow, or after-hours admissions calls. The goal is a scoped pilot with approved questions, clear escalation, and usable handoffs.
Pilot principle
Start with a narrow admissions route, test the handoff, review edge cases, then expand only when the team trusts the workflow.
Item 01
Admissions line routing
Confirm which line or routing condition Finnor should cover during the pilot.
Item 02
Call forwarding rules
Decide when calls forward: missed, overflow, after-hours, or a scoped test window.
Item 03
Intake questions
Approve the first-pass fields Finnor should ask for and the fields it should avoid.
Item 04
Insurance handling boundaries
Define how insurance mentions should be tagged without promising verification.
Item 05
Urgency escalation path
Name the human path for urgent language, crisis phrases, or immediate safety concerns.
Item 06
SMS/email recipients
Choose the admissions or on-call recipients for structured summaries.
Item 07
Summary format
Approve the handoff format your team can scan and act on quickly.
Item 08
Call review process
Set the review cadence for call summaries, recordings if applicable, and script adjustments.
Item 09
Pilot success metrics
Pick the numbers that matter: answered calls, captured callbacks, speed to follow-up, and qualified opportunities.
Item 10
Go-live test scenarios
Run test calls for missed, overflow, after-hours, unknown fields, and urgent-language routing.