1. Map the handoffs that matter to your Newport practice
A local practice may receive an inquiry from someone in Newport, elsewhere in Jackson County or another service area. The geography does not determine how the inquiry should be handled; your practice areas, eligibility rules and service boundaries do. Bosseo describes Automation as a way to map where leads come from, who handles them, which system receives them and what should happen next. That makes the first decision operational: identify every entry point and the point at which responsibility changes hands.
Recommended approach
Bring a current example of each inquiry path to the review. Decide which sources should create a record, which information should be tagged, who owns the next task and when a human must review the matter. Do not use Newport’s population estimate as a substitute for those decisions.
