Referrals

Referral Management for Medical Practices

Tracking an inbound referral from arrival to a booked, seen appointment.

Tracking an inbound referral from arrival to a booked, seen appointment.

Referrals arrive by fax, phone and portal, and most practices cannot say what happened to them. A referral missing an insurance detail stalls, nobody chases it, and the patient never books. The loss is invisible because nothing in the system records a referral that quietly died.

What goes wrong today

Referrals arrive by fax, phone and portal, and most practices cannot say what happened to them. A referral missing an insurance detail stalls, nobody chases it, and the patient never books. The loss is invisible because nothing in the system records a referral that quietly died.

What good looks like

A referral inbox that knows what a complete referral looks like, chases what is missing, and reports conversion — referrals received, complete, scheduled, seen — so leakage becomes a number rather than a feeling.

  • Completeness checks against what your schedulers actually need
  • Automated requests for missing records, insurance or demographics
  • Stall alerts when a referral sits too long
  • Referring-provider reporting so you know who sends you patients

What to measure

Pick these before you change anything, so the effect is visible rather than anecdotal.

  • Referral-to-appointment conversion rate
  • Median days from referral to booked
  • Share stalled on missing information
  • Volume by referring practice

Where we stand: In development

In development. The phone half — capturing referrals that arrive by call — is live today.

Rollout checklist

  • Document how this is handled today, and by whom.
  • Put a number on the hours or dollars involved.
  • Decide which cases must always reach a person.
  • Agree the metrics you will judge success on.

Frequently asked questions

Do you solve this today?

In development. The phone half — capturing referrals that arrive by call — is live today.

How do we work out whether this is our biggest gap?

The Front Desk Opportunity Scan estimates the hours and revenue behind each area from your own volumes and ranks them against each other.

More in Process