Customize template

Modify this counseling referral form template with simple drag-and-drop and other configuration features provided by the 123FormBuilder. Once you’ve copied the form template into your 123FormBuilder account, you can start personalizing it. Add or modify fields to gather essential information, such as referral details and patient concerns. Adjust the layout and design to align with your organization’s branding and preferences.

Publish template

You can embed the counseling referral form on the school’s website or share it with other people via its link. The publishing code and link are immediately generated in the publishing section. From there, you can just copy it and paste it where needed.

Collect & manage data

All information is stored in a secure and user-friendly database. There, you have full access to manage your data as you please. You can filter the data for a certain student and review his/her history and other details. Also, you can automatically record all these Counseling Referral Form submissions and store them in a centralized database, providing real-time access to valuable insights. With comprehensive data management tools, track referral patterns, analyze trends, and maintain an organized record of counseling cases.

Optimize processes

Leverage our platform’s analytics tools to gain insights into referral patterns, counselor workload, and overall process efficiency. Identify bottlenecks or areas for improvement and implement targeted strategies to streamline workflows. Automation features can aid in appointment scheduling, follow-up communications, and outcome tracking. By continuously refining your processes based on data-driven insights, you can enhance the overall effectiveness of your counseling services and ensure a positive experience for both referrers and individuals seeking support.

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