For mental health clinics: notify intake coordinators of new referrals

Intake coordinators miss mental health form submissions, delaying triage and care. Instant internal emails alert coordinators so follow-ups are assigned and intake begins quickly.

Overview

Mental health clinics risk patient outcomes when intake submissions are missed or delayed. This workflow delivers form summaries straight to intake coordinators and creates follow-up tasks, eliminating missed referrals and ensuring response times drop dramatically.

Notable Features

Send immediate internal email alerts
Create intake task for coordinator
Attach form summary to notifications