Phone & call tracking
Review numbers, forwarding, schedules, transfers, and fallbacks.
YOUR SYSTEMS & WORKFLOWS
Make the handoff fit
the tools you use.
Review how calls, contact details, and follow-up steps can connect with your phone system and admissions tools.
THE BASIC FLOW
01
Review
Identify systems, permissions, and available connection methods.
02
Map
Choose the fields, events, and routing needed.
03
Test
Check the full path before activating it.
Configured around your center’s approved process.
A WORKFLOW FIRST APPROACH
Start with what your staff needs to see.
A useful connection passes the right information to the right place. We review your setup before confirming what can be supported.
CRM & records
Map agreed details to the relevant fields and records.
Staff notifications
Decide which events deserve a notification and who receives it.
TEST THE COMPLETE PATH
A successful connection is more than a connected account.
Use agreed test scenarios to check field mappings, duplicate handling, transfer destinations, and what happens when another system is unavailable.
QUESTIONS & ANSWERS
Your questions, answered.
Can Blueshirt Media integrate with our treatment center CRM?
We review your CRM, available APIs or other connection methods, permissions, and required record updates before confirming an integration. Compatibility is assessed for your specific setup.
Can we connect our phone and call-tracking system?
Your existing phone numbers, forwarding options, call events, and transfer destinations are reviewed during setup. Routing and available triggers are tested before the workflow is activated.
Which records can be sent to our admissions team?
Depending on the agreed integration, records can include approved contact details, callback requests, and conversation context. Your team decides what is needed and where it should go.
Do integrations require us to change our current systems?
Not always. We first assess the tools you already use and their available connection options. Any limitations or additional work are addressed before scope is agreed.
How do you test integrations before launch?
Testing checks the agreed data fields, destinations, routing, and staff handoff using approved sample scenarios. Issues must be resolved before the workflow is put into use.
CONNECTED SERVICES
Build the follow-up around your needs.
LET’S LOOK AT YOUR PROCESS
Show us where the conversation stops.
We’ll walk through what better coverage and follow-up could look like.
INTEGRATION EXCERPT
Where call details go after the conversation
A short excerpt on call documentation and CRM handoff. We review compatibility and scope for your systems before confirming an integration.
Watch on YouTube ↗