REFERRAL MANAGEMENT

Early access

Grow the referrals that grow your practice.

Know every provider who sends you patients. Faxed referrals arrive with the referring provider pulled out.

Referrers
TableBoardMap+ Log visit
Referral value
$41.2k
of $56k goal
On cadence
82%
of Tier A + B
New referrers
6
this month
Value at risk
$7.8k
2 slipping
ReferrerTierStageMomentumRefs 90dNext touch
Dr. Nina Fraser
Lakeside Family Medicine
AChampionGrowing24Thu, Oct 22
Dr. Raj Patel
Patel Orthopedics
AAt riskSlipping9Overdue
Dr. Helen Ward
Desert Bloom Orthopedics
BReferringSteady11Mon, Oct 26
Kara Jensen, PA-C
Copper State Spine
BEngagedNew3Tue, Oct 27
Dr. Sam Okafor
Valley Sports Medicine
CIntroducedSteady2Nov 9
Slipping referrer
Dr. Raj Patel · 9 referrals in 90 days
Down from 17 last quarter. Last touch 7 weeks ago.
Plan visitAdd to route

REFERRAL MANAGEMENT

Early access

Grow the referrals that grow your practice.

Know every provider who sends you patients. Faxed referrals arrive with the referring provider pulled out.

Referrers
TableBoardMap+ Log visit
Referral value
$41.2k
of $56k goal
On cadence
82%
of Tier A + B
New referrers
6
this month
Value at risk
$7.8k
2 slipping
ReferrerTierStageMomentumRefs 90dNext touch
Dr. Nina Fraser
Lakeside Family Medicine
AChampionGrowing24Thu, Oct 22
Dr. Raj Patel
Patel Orthopedics
AAt riskSlipping9Overdue
Dr. Helen Ward
Desert Bloom Orthopedics
BReferringSteady11Mon, Oct 26
Kara Jensen, PA-C
Copper State Spine
BEngagedNew3Tue, Oct 27
Dr. Sam Okafor
Valley Sports Medicine
CIntroducedSteady2Nov 9
Slipping referrer
Dr. Raj Patel · 9 referrals in 90 days
Down from 17 last quarter. Last touch 7 weeks ago.
Plan visitAdd to route
Trusted byWorks withWebPTPromptRaintreeClinicientathenahealthStride

How Referral Management works

Track every referral relationship, plan the next touch, and see what comes back.

01Collect

Every referral, traced to who sent it.

Faxes are matched to the referring provider and their medical practice gets its own referral link and QR code.

  • Practice and provider links
  • A QR code for every link
  • Referrals per link, and how many reach an eval
SReferral Management/Referral links
Lakeside Family MedicineActive
Practice link · routes to Downtown Phoenix
…/refer/sunrise-pt/lakeside
Refs 90d
9
→ Eval
78%
Last used
Yesterday
New referrals, traced to the sender
Michael Torres
Fax · Today
Dr. Nina Fraser · Lakeside Family Medicine
Emily Carter
Referral link · Yesterday
Lakeside practice link
Daniel Reyes
Fax · Oct 27
Dr. Raj Patel · Lakeside Family Medicine

Know who sends you patients, before they stop.

Know who sends you patients, before they stop.

Get early access, and we’ll walk through it with your referral sources.

Get early access, and we’ll walk through it with your referral sources.

Features

Built on the referral data you already have.

Fax Automation

Every referral fax, matched to who sent it.

Each referral fax is matched to the referring provider and their practice.

Referrer list

No duplicate referrers.

New referrers wait for review, and your team can verify or merge them.

Referral volume

Referrals by practice.

Referral and patient counts per practice for the last 30 days, 90 days or 12 months.

Questions practices ask about referral management.

No. New referrers wait for review, and your team can verify or merge them.

Yes. See referral and patient counts per practice for the last 30 days, 90 days or 12 months.

Not yet. Book a demo to see what’s coming and get early access.

WORKS WITH

Know who sends you patients, before they stop.

Get early access, and we’ll walk through it with your referral sources.