Case Study
HealthcareFormsSheetsSlack
Referral intake mapped before work disappeared between teams
Multi-site Healthcare Operator
The Challenge
Referral requests bounced between staff without clear ownership, causing missed follow-up and weak reporting.
The Solution
Introduced stage definitions, intake ownership, dashboard metrics, and exception alerts for aging requests.
Results
Unowned referrals
Before
Weekly backlog
After
Same-day review
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