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Nonprofit patient support: forward referrals for triage

Patient support staff miss referrals when 'Find a LLHP' forms go untriaged, delaying follow-up. Forward each submission to the support inbox so agents can triage referrals and assign follow-up.

Nonprofit patient support: forward referrals for triage

Overview

Nonprofit patient support teams risk poor outcomes when referral forms sit untriaged. This workflow routes every 'Find a LLHP' submission into the support inbox and alerts agents, eliminating missed referrals and enabling faster triage so staff can assign follow-up without manual searching.

Notable Features

  • Forward form submissions to inbox
  • Alert support agents via Slack or email
  • Attach full submission details for triage

Nonprofit patient support: forward referrals for triage