Never miss patient referrals for customer support ops

Customer support ops lose signed referrals when reception forms go unanswered, delaying patient onboarding. Send referral link, info, and SMS so coordinators can start scheduling.

Overview

Patient onboarding stalls when referral forms don't arrive — coordinators end up chasing signatures and bookings. This workflow ensures every reception form triggers an email with the blank referral link plus an SMS alert, enabling faster handoffs and dramatically reducing missed follow-ups.

Notable Features

Send blank referral link and info
Trigger SMS confirmations to patients
Flag incomplete referrals for follow-up