Send To Provider

Send To Provider in Adobe Acrobat — with two ready prompts: the immediate one, and the one that makes it stick. 1 real situation leads here.

2prompt heights
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.

Send a referral packet to a community treatment provider with all required forms so the client gets scheduled without delays.

2 ready prompts

Written for the moment this actually comes up.

Execute — do the immediate task

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Send a complete referral packet to [provider=Eastside Community Treatment] with all required forms…
Send a complete referral packet to [provider=Eastside Community Treatment] with all required forms for [client=Diego Morales] [deadline=today] so they can schedule intake without delay; convert the Word forms to one PDF and email it to intake coordinator [contact=Lisa Chen].

Improve — make it easier to accept

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Before sending [client=Diego Morales'] referral to [contact=Lisa Chen] at [provider=Eastside], make…
Before sending [client=Diego Morales'] referral to [contact=Lisa Chen] at [provider=Eastside], make it review-ready — combine converted Word and Excel forms into a single PDF, put the consent and insurance page first, checklist the mandatory items on page two, and note preferred dates to avoid scheduling back-and-forth.

Who does this, and with what

The same task is different work inside a different job.

Social WorkerAdobe Acrobat ProDocuSignalso: Prepare Referral Packetalso: Assemble Required Forms

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.