Add referral form entries and email recommended recipients
Add referral form entries and email recommended recipients
Your referral form submissions often go untracked, leaving recommended recipients uninformed and referrals unused. Capture each referral and notify recipients so referrals are actionable same day.
Overview
Manual referral tracking creates delays and lost introductions; this flow captures each referral form submission, ensures participant records exist, logs the action, and notifies recipients so your coordinators can act same day. It reduces manual overhead and keeps introductions timely and trackable.