REFERRAL INTELLIGENCE
Your referral network, in focus.
Track every handoff, treatment decision, acceptance, and reason a case stalls.
PATIENT JOURNEY
Referral pipeline
KEEP MOMENTUM
Needs attention
PARTNER NETWORK
Top referral sources
WHERE CARE FLOWS
Specialty mix
CLOSING PERFORMANCE
Acceptance by referral source
| Referring office | Decided cases | Accepted | Acceptance rate |
|---|
CASE CLOSING INSIGHT
Why patients say no
LATEST MOVEMENT
Recent referrals
| Patient | Referring office | Specialty | Referred | Stage | Next action |
|---|
RELATIONSHIP TO REVENUE
Referral pipeline.
A complete view of every patient handoff and outcome.
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PARTNER RELATIONSHIPS
Referral sources.
Understand the offices and providers behind your referral flow.
SOURCE DIRECTORY
Partner performance
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| Referring office ↕ | Provider ↕ | Referrals ↕ | Scheduled % ↕ | Decided cases ↕ | Case accepted % ↕ | Accepted value ↕ | Production | Last referral | Relationship |
|---|
MEASURE WHAT MOVES CARE
Referral analytics.
A practical operating view of access, case acceptance, and production.
ACCESS & CONVERSION
Stage conversion
SPEED TO CARE
Time to first touch
CLOSING PERFORMANCE
Case acceptance by referral source
| Referring office | Decided | Accepted | Acceptance rate | Accepted value |
|---|
Accepted includes full and partial treatment acceptance. Pending, deferred, not-clinically-indicated, and lost-to-follow-up cases are excluded from the case acceptance rate.
UNDERSTAND THE LEAKAGE
Why treatment was not accepted
CLINICAL SERVICE LINE
Case acceptance by specialty
| Specialty | Decided | Accepted | Acceptance rate | Accepted value |
|---|
REFERRING PROVIDER
Case acceptance by referring doctor
| Referring doctor | Office | Decided | Accepted | Acceptance rate | Planned value | Accepted value |
|---|
OPERATIONAL INSIGHT
Opportunity signals
CARE DELIVERY NETWORK
Specialists & teams.
Track receiving providers, focus areas, and patient access.
FOLLOW THROUGH WITH INTENTION
Follow-up queue.
Prioritized next steps to keep every referral moving.