Send urgent referral alert to advising channel and triage

Your referral engagement records can be missed, delaying acceptance and stalling intake. It posts urgent channel alerts so coordinators can accept or triage referrals same day.

Overview

Referrals that meet intake criteria can sit unnoticed and slow down acceptance — costing momentum on launches. This workflow broadcasts qualifying referral engagements to the advising channel so program coordinators see them immediately and can accept or triage same day.