Send referral link after appointment completion to contact
Send referral link after appointment completion to contact
Your completed appointments sometimes miss referral outreach, causing lost referrals and extra manual follow-up. It sends a referral form link to the contact so coordinators get responses same day.
Overview
Qualifying appointments are prime referral moments, but outreach often becomes manual and delayed. This flow automatically emails a referral form link to the contact so coordinators can start collecting referrals same day and reduce follow-up overhead.