# SimboVara Workflow Customization: Set the Referral Transfer Number - Admin Panel
> Source URL for below info: https://api1.simboconnect.com/helpb/books/simbovara-ai-phone-agent-for-medical-practices/page/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. <span class="s1">In </span>**Workflow Customizations**<span class="s1">, locate </span>**Referral Transfer Phone Number**<span class="s1">.</span>
2. Enter the destination number.
    
    
    - Example entry: <span class="s1">(617) 334-2617</span>
3. Click <span class="s1">**Save**</span>.

### Tips and good practices

- Point this to your referrals team line.
- Include clear conditions in your <span class="s1">**Appointment**</span> or <span class="s1">**Medical Records**</span> workflows that say when to transfer for referrals.
- Test after saving.
> Source URL for above info: https://api1.simboconnect.com/helpb/books/simbovara-ai-phone-agent-for-medical-practices/page/simbovara-workflow-customization-set-the-referral-transfer-number-admin-panel