+18 this week
Guided Demo
Take a short guided tour of how this workflow organizes enrollment follow-up.
Built from Original Notion Workflow
Built from an original Notion workflow I created to manage healthcare enrollment leads,
follow-up stages, reusable SMS templates, FAQ answers, and conversion reporting.
Enrollment Follow-Up & Reporting Dashboard
A portfolio demo of a structured follow-up and reporting system for healthcare enrollment operations.
A portfolio demo based on an original Notion workflow I designed to help enrollment teams prioritize follow-ups, recover no-shows, standardize patient messaging, and report conversion outcomes by qualification category.
Weekly Snapshot
June Demo Cycle
36.7% of active leads
Inquiry to scheduled consult
Need same-day action
No-shows ready for outreach
Strong GLP fit
Appointment Calendar
Scheduled contacts tied to a day, week, and month view
This demo calendar shows how enrollment appointments could be connected to the follow-up queue. It uses fictional contacts only, but represents the scheduling view the workflow needed for daily planning.
Day View
Wednesday, June 18
Fictional appointments scheduled for the selected day.
DNS / No-Show Recovery
No-shows were treated as hot recovery leads, not dead leads.
DNS means "did not show." No-shows were prioritized because they had already shown intent by scheduling. The workflow kept them visible as a same-day recovery queue with clear timing, call/text outreach, messaging, and ownership.
Within 5 minutes
Call and text the missed appointment lead while intent is still fresh.
Before end of day
Call and text again with a simple reschedule option and supportive language.
Within 24 hours
Follow with benefits-focused context and two new appointment options.
Within 48 hours
Move to nurture if no response while preserving recovery history.
Lead Pipeline
Prioritized enrollment queue
Leads are organized by current status, GLP fit, and next action so follow-up work can move without searching across notes.
| Lead | Status | Fit | Next Action | Last Touch |
|---|
Qualification Framework
GLP fit categories
Strong Fit
Clear medical need, motivated to start, benefits path identified, and ready for scheduling.
Likely Fit
Good indicators but still needs education, benefit confirmation, or provider alignment.
Possible Fit
Interest exists, but eligibility, readiness, or clinical need needs more discovery.
Low Medical Need
Lower urgency or mismatch with program criteria; route to education or alternate next step.
Conversion Reporting
Conversion by GLP fit category
This view made it obvious which qualification groups were converting and where the team should focus follow-up effort.
A - Strong Fit
39 leads / 18 enrolled
46%
B - Likely Fit
34 leads / 12 enrolled
35%
C - Possible Fit
29 leads / 7 enrolled
24%
D - Low Medical Need
26 leads / 3 enrolled
12%
Reporting Value
Reporting questions this answered
Reusable Messaging
SMS template library
More Information
Hi {{first_name}}, happy to send more details. The next step is a quick eligibility review so we can confirm fit, benefits, and timing.
Thinking About It
Totally understand. If helpful, I can answer the top questions people usually have around cost, medication fit, and what happens after scheduling.
Scheduled Tomorrow
Quick reminder: your eligibility review is scheduled for tomorrow. Please reply YES to confirm or send a better time if you need to move it.
DNS Recovery
Sorry we missed you today. You can still keep moving forward. Want me to send two new appointment options for this week?
FAQ / Team Knowledge Base
Consistent answers for recurring questions
How do we explain the first eligibility review?
It confirms program fit, benefit considerations, medical history basics, and the best next step before enrollment.
What should be documented after each touch?
Update lead status, GLP fit category, blocker, template used, next action, and next follow-up date.
When should a lead be marked hot?
Use hot status for same-day responders, scheduled leads, A category candidates, and DNS leads. DNS means did not show, and those leads stay hot during the recovery window.
What reporting insight matters most?
Track where qualified leads stall: benefits questions, scheduling friction, no-show recovery, or clinical fit uncertainty.