SimboVara Workflow Customization: Set the Referral Transfer Number - Admin Panel

Purpose

Route referral-related calls to a special number for faster handling.

Behavior

• If this number is set and your workflow calls for referral transfer, Copilot transfers immediately.

• If blank, Copilot records the referral details and posts a message on your dashboard for follow up.

Steps

1. In Workflow Customizations, locate Referral Transfer Phone Number.

2. Enter the destination number.

   • Example entry: (617) 334-2617

3. Click Save.

Tips and good practices

• Point this to your referrals team line.

• Include clear conditions in your Appointment or Medical Records workflows that say when to transfer for referrals.

• Test after saving.