Specialist Referral Directory
Specialist Referral Directory and Tracker for Clinics. Keep specialists with wait times and accepted plans, and track every referral until the visit and the note back. Free to clone.
Specialist Referral Directory is a Taskade app kit built from one prompt: 5 projects that remember, 2 AI agents that think, and 3 automations that run on their own.
Category: Quick Apps
This Taskade Genesis app includes 5 projects, 2 AI agents, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Referral Desk Helper and Referral Clerk (staff). Its automations include Seen referral waits for note, Monday stale wait times and Weekday stuck referral list.
by @taskade
What you can do with Specialist Referral Directory
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Specialist Referral Directory works
- Seen referral waits for note: when a referral status becomes Seen, then Add a Notes Back row.
- Monday stale wait times: when Every Monday at 8 AM, then Ask Referral Clerk for stale wait times and Email the stale wait list.
- Weekday stuck referral list: when Every weekday at 8 AM, then Ask Referral Clerk for stuck referrals and Email the stuck list.
Built with Taskade Genesis
- Category: Quick Apps
- AI agents: Referral Desk Helper, Referral Clerk (staff)
- Automations: Seen referral waits for note, Monday stale wait times, Weekday stuck referral list
- Workspace: 5 projects, 2 AI agents, 3 automations