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.