Every referral has a next step.
Keep new referrals moving, make follow-up ownership clear, and close the loop with referring offices.
Referral pipeline
Follow-ups due
Recent referrals
| Patient | Referring office | Specialty | Referred | Stage | Next action |
|---|
Explore referral insightsSource performance, specialty mix, acceptance rates, and reasons care is declined＋
Top referral sources
Specialty mix
Acceptance by referral source
| Referring office | Decided cases | Accepted | Acceptance rate |
|---|
Why patients say no
Referral pipeline.
A complete view of every patient handoff and outcome.
Treatment plan overview.
Monitor treatment decisions, follow-up ownership, acceptance, and value in one place.
Current treatment plan performance
Select a metric to open the matching plan records.
Treatment plans, in focus.
Track every plan presented by your own doctors—from the patient decision through treatment, production, and collections.
Where proposed care is moving forward
Acceptance by treating doctor
| Treating doctor | Decided | Accepted / partial | Acceptance | Accepted value |
|---|
Acceptance by service line
| Service line | Decided | Accepted / partial | Acceptance | Accepted value |
|---|
Care updates, in your view.
A dedicated space for referring doctors to follow the patients they sent, see visit outcomes, and view the next step in care.
Referring doctor sign-in
This is where a GP will sign in to see only their office’s referrals. Live accounts are not connected in this demo.
Real accounts require secure authentication and shared practice data.What a referring office would see
Patients referred to specialty care
Track receipt, appointment, treatment decision, and care progress.
| Patient | Referred for | Referral date | Current status | Last update | Next step |
|---|
Referral sources.
Understand the offices and providers behind your referral flow.
Partner performance
| Referring office ↕ | Provider ↕ | Referrals ↕ | Scheduled % ↕ | Decided cases ↕ | Case accepted % ↕ | Accepted value ↕ | Production | Last referral | Relationship |
|---|
Referral analytics.
A practical operating view of access, case acceptance, and production.
Stage conversion
Time to first touch
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.
Why treatment was not accepted
Case acceptance by specialty
| Specialty | Decided | Accepted | Acceptance rate | Accepted value |
|---|
Case acceptance by referring doctor
| Referring doctor | Office | Decided | Accepted | Acceptance rate | Planned value | Accepted value |
|---|
Opportunity signals
Specialists & teams.
Track receiving providers, focus areas, and patient access.
Inbound work queue.
One place for first contact, scheduling, follow-ups, and updates back to referring offices.