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Salesforce Summer ’26 Release Notes
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          Referral Management

          Referral Management

          Get new Referral Management features up and running quickly by using a guided setup workflow. Convert unstructured fax referrals into structured records by using Document AI for Health and assign referral predictive intelligence scores based on time in the queue.

          • Accelerate Patient Access and Referral Management Setup
            Enhance your referral ecosystem and reduce administrative overhead by using a guided setup to deploy Patient Access features. Help your intake coordinators get ready to triage cases quickly with AI-powered priority scoring and automated document processing. Review preconfigured referral rules and establish data extraction from unstructured fax sources by following the clear, step-by-step instructions. Direct links to setup pages and detailed help articles guide you through every stage of the setup journey.
          • Triage Referrals with AI-Powered Scoring and Automated Intake
            Manage the entire referral journey in a centralized process to reduce manual data entry and increase patient engagement. Help your users queue referrals by assigning predictive intelligence scores based on time in the queue and clinical urgency. Also, convert unstructured fax referrals into structured records by using Document AI for Health.
           
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