Immediate Referral Packet

Immediate Referral Packet in Adobe Acrobat — with a ready prompt for the moment it comes up. 1 real situation leads here.

1prompt height
1situation
1role does it
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The moments that lead here

If one of these is your afternoon, you are in the right place.

I must send a referral packet today so the client can be scheduled this week.

1 ready prompt

Written for the moment this actually comes up.

Decide — diagnose the stuck moment

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I have a referral to [program=Riverbend Recovery] for [client=Jamal] and the intake slot opens…
I have a referral to [program=Riverbend Recovery] for [client=Jamal] and the intake slot opens [when=Friday]. Their intake coordinator emailed a long checklist; I only have [minutes=30]. I worry I'll miss a required form and delay him. Scan the coordinator's checklist and my client file summary I provide, tell me which three documents are essential to attach now, which ones can wait, and give me a short cover note to guarantee Friday scheduling without oversharing clinical detail.

Who does this, and with what

The same task is different work inside a different job.

Social WorkerAdobe Acrobat

Next to this one

Other send work people do in Adobe Acrobat.

Every task here came from the work, not from a feature list — which is why the prompts name what you want done and never the button that does it. The tool changes; the work does not.
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The rest of the map

Same library, five ways in.