Create triage task for new referral submissions and records
Create triage task for new referral submissions and records
Referral submissions often lack a matched referring physician or structured intake, causing schedulers to chase missing study details. Create tasks and records so coordinators can triage and schedule patients same day.
Overview
Referral intake that arrives without a matched physician or structured fields forces schedulers into manual lookups and follow-up. This flow turns each referral into a triage task and a structured record so intake coordinators can assign and schedule patients same day while flagging unmatched physicians for manager follow-up.