Referral triage involves receiving incoming referrals via email, phone, or web form, then manually extracting client details, matching them to suitable clinicians, and notifying all parties.
Automated triage reads referrals instantly, extracts client and clinical information, matches clients to the best available clinician based on specialisation and capacity, and sends confirmations to referrers and welcome messages to clients.
The full workflow, from trigger to completion.
Email arrives, web form submitted, or phone enquiry logged. Automation is triggered immediately.
The automation reads the email or form, extracts client name, contact details, presenting issue, urgency, and any clinical notes. Structured data is prepared for matching.
The automation compares the client's needs against clinician specialisations and current availability stored. The best-fit clinician is identified.
Referral details and assigned clinician are logged as a new contact and deal for tracking and follow-up.
Automated email is sent to the referrer confirming receipt, the assigned clinician, and expected next steps.
Automated email is sent to the client with the clinician's name, contact details, and onboarding instructions.
Clinician receives a message with the referral summary, client contact details, and a link.
No credit card, no commitment. Map your process and walk away with a full build plan.
A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.
Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.
Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.
Other high-impact processes teams commonly map alongside this one.
Everything you need to know before mapping this process.
Map this to your business to get your exact numbers.
Map This AutomationNo credit card required — it's free.