New Leads workspace and Instant VOB on the timeline

The Leads workspace was rebuilt around how admissions coordinators actually work — triaging, qualifying, and following up — instead of scrolling a flat list.

What's new in the inbox

• Tabbed buckets for new, pending, qualified, and disqualified leads, with accurate counts at every page size.
• Filter by source (web form, SMS, referral, BD portal, manual, API) directly from the table.
• Color-coded source stripes and a time-elapsed pill make it obvious which leads need attention first.
• Hover a row to silently warm the detail page so it opens instantly.

Lead detail page

• Larger, calmer typography with the lead's name and stage front and center.
• Dedicated action buttons for Qualify, Pending, Disqualify, and Text — color-coded by tone so the destructive action looks destructive.
• Inline-editable contact fields that save automatically when you click away.
• A right-hand call history rail showing every interaction with the caller, including duration and direction.

Instant VOB on the timeline

Every Instant VOB run now appears as an event on the patient's timeline, alongside calls, texts, and stage changes. You can see at a glance which payer was verified, whether the coverage came back active, and when it ran — without leaving the lead or opportunity.

New Lead form

The "New Lead" flow moved into a centered, focused dialog with a payer search across our 591-entry payer directory, an "Insurance" / "Self-pay" responsibility selector, and the option to start the talk track immediately on create.