Patient referral tracking and follow-up
by PURIST · CRM & Sales
Track every referral from GP to specialist without a spreadsheet.
- Referral letter sent triggers a case file creation, specialist notification, and patient welcome message
- Progress tracked with automated follow-up if no response within 5 business days
- Automates crm & sales so your team focuses on higher-value work
4h/wk
Time saved
per week, every week
7 days
Go live
from audit to deployment
24/7
Monitoring
error alerts to our team
30 days
Guarantee
full refund if not satisfied
Best fit for
- Healthcare
- Any team doing crm & sales manually
Starting from
Included in deployment
- Custom CRM & Sales automation built for your stack
- Connected to Gmail and Google Sheets
- 24/7 monitoring with error alerts
- You own 100% of the code no lock-in
- 30-day free modification guarantee
PURIST
Automation studio · London
500+
automations deployed
99.97%
uptime across all workflows
£2.4M
in client time saved
4.9 / 5
average client rating
About this skill
Referral letter sent triggers a case file creation, specialist notification, and patient welcome message. Progress tracked with automated follow-up if no response within 5 business days.
PURIST builds this automation end-to-end connecting Gmail, Google Sheets so you never touch the technical setup. Every deployment is tested against real data before handover, with 24/7 monitoring from day one.
How it works
Three stages. Fully automated.
- Trigger A new event in Gmail starts the automation a form submission, status change, or a scheduled interval. No manual kickoff, no waiting.
- Process Gmail, Google Sheets connect automatically. Data is validated, transformed, and routed exactly as configured edge cases handled without human review.
- Output The result lands in Google Sheets no copy-paste, no delay, no errors. Your team sees the outcome without touching the process. 4h/wk reclaimed every week.
Real-world scenario
A healthcare team was spending 4h/wk every week on crm & sales tasks across Gmail and Google Sheets. After deploying this skill, the entire process runs automatically from trigger to output the team now spends that time on client work instead.
Why use this skill
Stop doing manually what runs better on autopilot.
Most teams handle crm & sales manually copying data between tools, chasing updates, writing the same emails. That costs your team 4h/wk every week, creates inconsistency, and scales badly.
This automation runs in the background, exactly as configured, every time no errors, no forgotten steps, no context switching. You get the output; PURIST handles the execution and the monitoring.
Use cases
- Healthcare automating crm & sales
- Any team spending 2+ hours/week on crm & sales
Before & after
Before
- ✕ Manual copy-paste between Gmail and Google Sheets
- ✕ Delays of hours or days before follow-up
- ✕ Errors when team is busy or distracted
- ✕ 4h/wk wasted every single week
After
- ✓ Track every referral from GP to specialist without a spreadsheet.
- ✓ Runs automatically, every time, 24/7
- ✓ Zero manual effort from your team
- ✓ 4h/wk back in your team's week
How to deploy
Live in 7 business days.
Book your free audit
We review your current crm & sales process, map your stack, and confirm the exact ROI live on a 60-minute call. No commitment.
PURIST builds and tests
We configure the automation connecting Gmail, Google Sheets, run it against your real data, and resolve every edge case. You approve before anything goes live.
Go live and stay live
Deployed to your environment. 4h/wk saved from week one. 24/7 monitoring, error alerts, and a dedicated support channel. You own 100% of the code.
FAQ
Frequently asked questions
Most clients go live within 7 business days. After the audit call we build, test with real data, and hand over fully running, fully monitored.
None. PURIST handles all configuration, connecting Gmail, Google Sheets, and testing. You review and approve the output before anything goes live.
We monitor every automation 24/7. If an error fires, we get the alert before you do. Critical issues are resolved within 4 hours; standard issues within 24 hours. You also get a dedicated Slack channel.
Yes, 100%. You get full source code, all credentials, and complete access. No ongoing licence fee, no platform lock-in.
This skill is built around Gmail, Google Sheets. If you use alternatives, book a free audit we adapt the integration to your exact stack at no extra cost.
Yes 30 days. If you are not satisfied after deployment, we issue a full refund. We are confident because we test everything before handing it over.
Verified deployment
Tested on real data before handover
Complexity
Tags
Industries
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Patient referral tracking and follow-up
£499 · 30-day guarantee