MB
Maya BennettDEMO-018 · Care follow-up
OUTREACH HISTORY
Phone · time confirmed
OWNER / NEXT ACTIONSam Rivera
ScheduledOct 14 · remote visit
LOTUS CARE 360 / FOR COORDINATORS, INTAKE TEAMS AND OPERATIONS MANAGERS
Care operations
Know who needs attention—and who owns the next step.
A referral can be received without a clear owner, contacted without an appointment, or scheduled without confirmation of completion. A shared queue makes those handoffs explicit.
OCT 11, 2026 / OPERATIONS SNAPSHOT
4 example casesService work queue
ER
Elliot ReedDEMO-024 · Initial assessment
OUTREACH HISTORY
Phone · message left
OWNER / NEXT ACTIONMorgan Lee
Needs outreachSecond contact attempt
NH
Nora HayesDEMO-031 · Care review
OUTREACH HISTORY
Visit · completed
OWNER / NEXT ACTIONJordan Chen
Awaiting reviewReview encounter note
TP
Theo ParkDEMO-042 · Remote follow-up
OUTREACH HISTORY
Referral · assigned
OWNER / NEXT ACTIONSam Rivera
Needs outreachConfirm contact details
Outreach outcomes stay with the service, even when the owner changes.
Fictional records. Demo controls change examples only.
LOTUS CARE 360 / CARE OPERATIONS01 02 03 04
Designed around the next action.
Receive and assign referrals
Capture the service requested, source documents and assigned coordinator. Flag missing intake information before outreach begins.
Keep an outreach history
Record each attempt, channel and outcome. The next coordinator can see whether to call again, confirm an appointment or resolve a question.
Schedule with an owner
Track appointment status and team assignment together, including field and remote visits. A schedule change remains attached to the service record.
Confirm the visit happened
Distinguish scheduled, completed and awaiting-review work. Supervisors can follow unfinished work without treating an appointment as a finished service.
Operations passes the appointment, outreach history and service requirements to the clinical team; completion returns to the queue for review.
Make the scope fit your work.
Bring your service types, review requirements and handoff questions to the evaluation.
Prepare a care operations inquiry