Update referral deal with client intake appointment details
Update referral deal with client intake appointment details
Your referral deals lack booking dates or clinician details, causing outreach delays and scheduling confusion. This writes booking and clinician info to the referring deal so coordinators act same day.
Overview
Referral deals without appointment details force coordinators to chase records and delay outreach. This workflow writes booking dates and assigned clinician names straight into the referring deal so your coordinators and referral managers can act with full context same day.