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Create new referral deals from intake form submissions

Create new referral deals from intake form submissions

Referral intake forms leave patient and authorization details untracked, delaying scheduling. It creates a CRM deal and note so intake coordinators can begin scheduling and billing same day.

Create new referral deals from intake form submissions

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Overview

Referral forms are only valuable if they become action. This flow converts each submission into a CRM deal and an intake note so intake coordinators can start scheduling and billing without manual handoffs. Expect coordinated scheduling and billing readiness the same day referral arrives.

Create new referral deals from intake form submissions