Business owner: create employer folders for referral forms
Business owner: create employer folders for referral forms
Business owners lose employer files after referral submissions, delaying assessments and scheduling. Qualified referrals trigger employer folders so clinicians find assessment documents quickly.
Overview
Disorganized referral files force clinicians to hunt for assessment documents, risking delays in care and scheduling chaos. This workflow ensures every qualifying referral creates an employer folder and alerts clinicians, eliminating manual file hunting so assessments start promptly.
Notable Features
- Create employer folders on submission
- Attach assessment documents to folders
- Notify clinicians of new folders