Nutritionist referral capture from weekly form for timely outreach

Nutritionists in small clinics miss referral submissions buried in weekly form, delaying outreach and intake. This workflow adds referrals to your CRM and notifies you so outreach starts quickly.

Overview

Small nutrition practices risk lost patient intake when referral forms are overlooked. This workflow captures every referral into your CRM, flags the source, and notifies the nutritionist so outreach happens promptly and referral paths are tracked. The result: faster response times and far fewer missed follow-ups.

Notable Features

Capture referral details in CRM
Notify nutritionist on new referral
Log referral source for tracking