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.
HIPAA · ONC · PCI certified
Used by 1,200+ clinics since 1991.
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.
Every referral’s status from receipt to first visit.
Flag referrals that never converted into a scheduled visit.
Contribution margin per treatment hour by source, not just referral counts.
Watch referral concentration the way you’d watch customer concentration.
Manage the relationships that keep referrals coming.
Deep Dive
Different Referrals, Different Businesses
FAQs
Everything you need to know before you book a demo.
Yes — referrals received by fax route into the same tracking workflow.
Because most practices manage their referral mix blind, and the mix is where the margin is.