MBH

GUIDE Partner Call Assistant

Home care agency outreach, live on the call

Logged by saved

Call Script

Step 1 of 8

Call Details

Captured as you go. Nothing is saved until you tap Submit call to pipeline.

Agency Name, Agency Phone Number, and Answered By are required.

Live Notes

Free, browser based transcription. Works best in Chrome, on speaker or a headset that also picks up the caller.

Live transcription is not available in this browser. It works in desktop Chrome. You can still type notes directly below.
Not listening
Transcript will appear here once you start listening.

Submitted calls are saved so the team can see the pipeline. If shared storage is unavailable, they are saved to this device instead. Live transcription runs through your browser's built in speech service and is not stored by MedBetterHealth beyond what appears here, but audio is processed off device, so avoid it for anything containing patient health information.

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Calls logged
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Agencies
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Decision makers
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Decision maker emails
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Emails sent
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Meetings booked or held
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Contracts signed
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Medicare approved
AgencyDecision MakerSalespersonStagePartner statusReferralsApproval rateLast contactNext follow-up

Approval rate = approved referrals ÷ valid submitted referrals. Incomplete or invalid records are excluded.

Rep Calls Quota Meetings booked Booking rate Emails sent Contracts