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Send referral form email and SMS to patient

Your referral rows sometimes lack a completed referral form link, causing patients to miss intake steps and delaying appointment bookings. Get an email and SMS to patients so bookings progress same day.

Send referral form email and SMS to patient

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Overview

When referral rows are incomplete, service coordinators spend hours chasing patients and bookings stall. This flow sends the download email and a concise SMS within minutes of the row update so patients receive forms and bookings advance same day.

Send referral form email and SMS to patient