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.
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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.