
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

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.
WORKS WITH

Know who sends you patients, before they stop.
Get early access, and we’ll walk through it with your referral sources.


