Add referral submissions to tracking sheet for coordinators
Add referral submissions to tracking sheet for coordinators
Your referral form responses are not tracked in intake sheets, causing missed follow-ups and reporting gaps. It logs submissions to a master intake sheet so coordinators can respond the same day.
Overview
When referral forms aren’t logged, coordinators miss outreach windows and reports become unreliable. This flow captures each submission into a single intake sheet and normalizes contact details so your team can begin outreach the same day.