AI Referral from Mailbox

Introducing an automated flow that creates referrals from emails received in the referral mailbox using AI processing.

How It Works

• When an email is received at the designated referral mailbox, an automation flow is automatically triggered

• The system sends the email content and/or attachments to the AI referral engine

• The AI processes the information and creates a new referral with the extracted details

• Processed files are automatically attached to the referral during creation

Good to Know

• This feature streamlines the intake workflow for practices receiving referrals via email

• Reduces manual data entry by automatically extracting key referral information from email content and attachments