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Create leads from eReferral form submissions for practices

Create leads from eReferral form submissions for practices

Your eReferral form submissions arrive untracked, delaying intake triage and clinician follow-up. Automatically create lead records so intake coordinators can begin outreach same day.

Create leads from eReferral form submissions for practices

Overview

When eReferrals arrive as raw form responses, intake coordinators can miss or delay follow-up. This flow converts each submission into a tracked lead record and tags it for intake, enabling same-day triage and rapid outreach.

Create leads from eReferral form submissions for practices