Send new referral alerts to allocated service inbox

You get referrals without consolidated intake details, which leaves coordinators lacking context for triage. The workflow sends a complete referral email so teams can begin triage same day.

Overview

When referrals arrive without a consolidated summary, intake coordinators must chase context and response times slip. Route new referral cases into a single formatted notification so service teams have the details to triage immediately and begin outreach the same day.