Workflow

How it fits your process

  1. 1Referral received
  2. 2Lead qualified
  3. 3Intake scheduled
  4. 4Follow-up automated

Illustrative use case — no Healthcare customer story is published yet; this walks through a representative referral workflow.

ZynReach's CRM and marketing tools handle contact and referral data, not clinical or PHI records. See our Security and Compliance pages for full data-handling scope.