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Help Clients Receive Timely Care with the Create Referral Flow

Help Clients Receive Timely Care with the Create Referral Flow

Easily create referral requests to healthcare facilities and providers for clients by using the new Create Referral flow.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud

The flow creates clinical service requests, clinical service requests details, and document links associated with a referral. The flow also creates or updates the associated patient account record.

 
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Salesforce Help | Article