Outlook
Handle referral emails, confirmations and follow-ups.
Microsoft 365
Microsoft 365 Automation for Allied Health Practices
Tools
Start with familiar systems.
AdminZero starts with Microsoft Forms, Outlook, SharePoint, Power Automate, Microsoft Lists and Teams. Dataverse, Power BI and AI extraction are used only where needed.
SharePoint
Store referral documents in consistent folders.
Power Automate
Move work between forms, email, trackers and notifications.
Use Case
Referral intake is the best starting point.
For many allied health practices, the highest-friction workflow is referral intake. See the dedicated page for referral intake automation for allied health practices.