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 

 

 

 In Workflow Customizations , locate Referral Transfer Phone Number . 

 

 

 Enter the destination number. 

 

 

 Example entry: (617) 334-2617 

 

 

 

 

 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.