Enterprise Healthcare - Caller Look Up
Working on a build for a healthcare client. When a patient calls in, the agent needs to know who they are and pull basic details (name, upcoming appointments, etc) Two approaches I’m weighing up: 1. Bulk import all patient contacts into GHL ahead of time so the agent can match on caller ID instantly 2. Real-time tool call / webhook that hits the PMS API using the caller’s phone number mid-conversation Option 1 feels simpler but is a data protection minefield Option 2 is what I am hoping will work but potentially adds latency and another point of failure. Has anyone actually shipped this? What approach did you go with and what PMS were you working with? Would love to hear what worked (and what didn’t)