Add new website referrals to intake tracking spreadsheet

Your referral form submissions arrive untracked, delaying intake and appointments. It adds each submission to a referral sheet and sends a confirmation so coordinators can triage same day.

Add new website referrals to intake tracking spreadsheet

Overview

When web referrals arrive untracked, intake stalls and patients wait; that costs time and goodwill. This flow captures each referral into your intake sheet and sends an immediate confirmation so coordinators can triage and schedule same day.

Add new website referrals to intake tracking spreadsheet