Reduce incoming fax volume and delays in patient care by digitizing your referral process
with an online experience for guest users. Get a guest referral website up and running
quickly by customizing a prebuilt sample that guides users through creating a referral and
uploading related documents.
Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Health
Cloud
Build a Guest Referral Site Build an online space for guest users to submit referrals and control public access by using a guest user profile.
Set Up reCAPTCHA for Guest Referrals You can reduce misuse of your guest referral site by using reCAPTCHA verification. The reCAPTCHA widget requires customers to select an “I’m not a robot” checkbox before they can create a referral.
Customize the Create Referral Omniscript Create your own version of the sample Create Referral Omniscript and customize it to guide guest users through creating a referral and uploading related documents on an Experience Cloud site.
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