Referral Management

Make Every Referral Count

Stop losing referrals to the fax machine, and find out which ones are worth having. Track inbound referrals from receipt to booked visit, catch leakage, and see which sources actually produce profitable episodes.

ONC Certified Health IT, certified by Drummond HIPAA · ONC · PCI certified

Used by 1,200+ clinics since 1991.

Referral management software in TurboPT

Core Capabilities

Track the Referral, Then Track the Margin

Below is the full path, from a referral landing in your inbox to whether it ever became a visit, and whether that visit was actually worth having.

Inbound Referral Tracking

Every referral’s status from receipt to first visit.

Leakage Alerts

Flag referrals that never converted into a scheduled visit.

Referral Channel Economics

Contribution margin per treatment hour by source, not just referral counts.

Source Concentration Monitoring

Watch referral concentration the way you’d watch customer concentration.

Referring-Provider Outreach

Manage the relationships that keep referrals coming.

Deep Dive

Different Referrals, Different Businesses

Almost every rehab EMR reports by payer or financial class. Very few make referral channel a first-class object, and virtually none report contribution margin per treatment hour by channel. That matters because a self-referred direct-access patient and a Medicare post-surgical referral are different businesses with different margins. A mature practice runs referral volume for baseload and direct access for margin — and manages the mix deliberately rather than accepting whatever arrives.

FAQs

Everything you need to know before you book a demo.

See Referral Tracking in Action

Watch a referral move from fax to booked visit.