Add appointment entries from referral webhook to intake
Add appointment entries from referral webhook to intake
Your referral intake forms sit unrecorded, delaying appointment setup and counselor preparedness. Capture and record appointments so intake coordinators can schedule and contact clients same day.
Overview
Unprocessed referral forms cause intake delays and leave counselors without context. This workflow captures every referral as an appointment record and a reporting row so intake coordinators can schedule and contact clients same day, keeping SLAs on track.