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Bridge the gap between phone calls and social care
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1.
Organization Name
(Required.)
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2.
Primary Contact Name
(Required.)
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3.
Role/title
(Required.)
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4.
Email address
(Required.)
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5.
Which best describes your organization?
(Required.)
Health Plan (Medicaid/Commercial/Medicare)
Health System or Hospital
Community-Based Organization (CBO)
Government or Public Sector Agency
211 or Helpline-style entity
Other (please specify)
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6.
Roughly how many phone-based interactions (inbound or outbound) does your navigation staff handle per month?
(Required.)
<100
100–500
500-2,500
2,500+
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7.
Primary phone-based use cases (select all that apply):
(Required.)
General Information & Referral (I&R)
Member Outreach (Gap in Care, Wellness Checks)
Intake & Eligibility Screening
Care Transition Support
Crisis or Helpline Support
Managed Care Navigation
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8.
What is the primary way your staff records these calls today?
(Required.)
Directly in Findhelp
Internal CRM (Salesforce, Microsoft Dynamics, etc.)
Spreadsheet / Manual Log
Electronic Health Record (EHR)
We don't currently track these calls
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9.
Do you use an integrated telephony system today? If so, which one?
(Required.)
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10.
What is your level of interest in our new Call Center functionality?
(Required.)
I would like to join the Early Adopter Program (EAP)!
I am interested in the functionality, but unable to participate in the EAP
Other (please specify)
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11.
Do you have at least one team (navigators, agents, or coordinators) dedicated to fielding calls?
(Required.)
Yes
No
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12.
Are you able to participate in two structured feedback sessions per month during the program?
(Required.)
Yes
No
Not sure
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13.
How would you be interested in participating in this research? (Select all that apply)
(Required.)
Joining an early adopter program
Participating in a paid 1:1 research interview
Reviewing concepts and prototypes
Testing beta products
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14.
Are you open to participating in at least one of the following? (optional but encouraged)
(Required.)
Webinar
Conference session
Case study
Pull quotes/testimonial
Video
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15.
What are you hoping to improve most with this program? (select up to 3)
(Required.)
Reducing "Double Entry" (manual data logging)
Navigator Efficiency/Speed
Data Accuracy (capturing cleaner demographics)
Reporting on Phone-based ROI
Consistency in Seeker Experience
Closing the Loop with Callers
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16.
Briefly describe your current biggest challenge with managing phone-based navigation.
(Required.)
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17.
This program will begin in early April, with opportunities to review designs and make recommendations on workflows. Would your users be ready to engage with the Findhelp team as early as April?
(Required.)
Yes
No
Not sure
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18.
This is an early access program with defined scope and MVP access. Do you understand this is a collaborative program with structured feedback requirements?
(Required.)
Yes