Automatically fill referral details to speed up submission and reduce entry errors. Customize how referrals are routed across your organization by selecting an assignment rule engine and setting up assignment rules. Show customized confirmation messages following a referral submission to improve communication clarity and drive user engagement.
- Route Referrals to Specialists with Referral Assignment Engines
Increase conversion rates and reduce client handoff friction by creating referral assignment rules tailored to your organization’s operational needs. Use Key‐Value‐Based Assignment for direct field‐level matching, or choose Expression Set‐Based Assignment to evaluate multiple conditions. Switch engines as your business scales without losing existing rules. - Customize Success Screens for Referral Submissions
Configure dynamic rules to show tailored referral confirmation messages based on conditions you define, communicating clearly with users, improving engagement, and building trust. If no matching rules apply, a successful referral submission displays the default confirmation message. - Speed Up Referral Submissions with Auto-Filled Referrer Fields
Reduce intake errors by automatically populating referrer details on intake forms. When you turn on Auto-Populate Referrer Details, intake forms automatically populate the referrer’s name, email address, and phone number from the submitter’s user record. By default, Auto-Populate Referrer Details is turned off, so referrer fields remain blank until users enter the details manually.