Ideally, all referrals you receive are booked by the referrer, so you know when to contact the client. However, in the event you receive a non-booked referral, taking action quickly is the key.
A member of your team should contact the registrant within 24-hours to complete the intake appointment, or to book the registrant into a time slot.
To book a time slot, navigate to Referrals, and select the Inbox. Using the 3-dot menu, select Book.
If a Caredove Calendar is enabled, the booking can be completed via your calendar. Learn how to create one-time appointments.
In both cases, an outcome should be set so the loop is closed. Learn how to set referral outcomes.
Note: Best Practice is to ensure all appointments are Booked. Contact Caredove if you wish to enable a Caredove Calendar.