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Create referral email and log consult time entries

Create referral email and log consult time entries

Your post-consult records leave referral details unshared and consult time unlogged. Coordinators get a draft referral and logged hours so follow-up happens the same day.

Create referral email and log consult time entries

Overview

Manual referral emails and unlogged consult hours create administrative backlog and delayed billing. This flow drafts the referral note and logs consult and admin hours automatically, so coordinators can act and billing can post the same day.

Create referral email and log consult time entries