AI Prompt

Weekly Referral Relationship Check-In

Conduct a weekly review of Well&You’s referring physician relationships, identify follow-up opportunities, and draft a personalized outreach message for a selected referral partner.

/schedule Every Friday at 4pm:

Prompt me to review our referring physician relationships this week:
• Which referring offices sent patients this week?
• Any new referral sources to follow up with?
• Anyone who hasn’t referred in 60+ days worth a check-in?
• Any thank-you notes or updates owed to referring physicians?

Then draft one personalized outreach message to a referring physician I specify.