Mental health intake: route referrals to clinicians fast

Intake coordinators and clinicians miss referral info in form submissions, delaying triage and risking client loss. Complete referral records arrive in clinician systems so intake can triage faster.

Overview

Referral forms left unposted create intake backlogs and risk losing clients. This workflow turns every submission into a complete referral record in your clinician system so intake can start triage faster and avoid manual-entry backlogs. Teams report faster response times and fewer data errors.

Notable Features

Create referral records on submission
Categorize and tag referrals by type
Notify clinicians and intake coordinators