Calls Stored
1,248

+12% from last month

75% of storage used

Forms Submitted
347

+8% from last month

intakeIQPTCSOAOther
Compliance Score
94%

-2% from last month

94/100

Action needed 3 items require attention

Recent Activity

Call recorded

Today, 10:23 AM

Medicare Advantage consultation with John Smith

Form submitted

Today, 9:45 AM

HIPAA consent form completed by Maria Johnson

PTC verification failed

Yesterday, 4:12 PM

Permission to contact not verified for Robert Davis

SOA document uploaded

Yesterday, 2:30 PM

Scope of appointment document for Sarah Williams

Form pending signature

Yesterday, 11:15 AM

Medicare supplement application for James Brown