Post intake referral updates to external partner system
Post intake referral updates to external partner system
Your intake community status updates often leave referral records unsent to partners, causing triage delays and missed handoffs. Coordinators receive partner-ready referral records within minutes.
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Overview
When intake community statuses change, partner systems frequently miss updates and handoffs stall. This workflow posts standardized, partner-ready referral records after a configurable hold, giving coordinators current data and reducing triage gaps within minutes.