Physician Referral Tracking & Thank-You
Auto-track referral source, send HIPAA-compliant thank-you to referring physician, provide appointment status updates
What This Automation Does
How It Works
Referred Patient Books
referred-by tag or referral field
Log Referral Source
Track in referral pipeline
Thank-You to Referrer
Thank you for referring — appointment scheduled
Visit Notification
Patient was seen on date — notes to follow
Monthly Report
Total referrals, conversion rate, top referrers
This automation is included with your Intellivizz AI subscription.
Compliance & Security
HIPAA compliant
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