Help & Support
Find answers about setting up Referral Intel, managing referrals, using automations, and understanding your dashboards.
Referral Intel is designed to help referral-based healthcare practices track referred patients, communicate with referring offices, and make better decisions about referral growth.
Use the topics below to find the help article you need.
Getting Started
Start here if your practice is new to Referral Intel.
What is Referral Intel?
Learn what Referral Intel does and how it helps referral-based practices manage referred patients and referring-provider relationships.
Who should use Referral Intel?
See whether Referral Intel is a good fit for your practice, team, and referral workflow.
How to access your practice portal
Learn where to find your practice-specific login link and how to access your Referral Intel portal.
How to bookmark your practice-specific login link
Make it easy for your team to access Referral Intel throughout the day.
How to choose a clean start date
Decide when your practice should begin tracking new referrals in Referral Intel.
Practice Setup
Set up your practice information, locations, providers, and team members.
How to set up your organization details
Confirm your practice name, contact information, website, booking link, and other core settings.
How to add locations and providers
Add the locations and providers that should appear in your referral workflow.
How to add or update team members
Manage the team members who need access to Referral Intel or should be associated with referral activity.
Referral Form
Learn how referring providers submit referrals and attachments to your practice.
How to share your referral form link
Share your practice’s online referral form with referring offices and providers.
How to embed the referral form on your website
Add the Referral Intel form to your website so referring providers can submit referrals online.
How attachments and X-rays work
Understand how uploaded files, images, records, X-rays, and other attachments are handled in Referral Intel.
Managing Referrals
Track referred patients from referral to appointment, recommended care, scheduling, or completion.
How to view a new referral
Open a new referral and review patient information, referral source details, notes, and attachments.
How to manually add a referral
Add referrals that arrive by fax, email, phone, paper, or direct provider communication.
How to update referral status
Move a patient through the referral workflow as they schedule, receive recommendations, or complete care.
What each referral status means
Understand the meaning of each status and when your team should use it.
When to create a patient chart in your PMS
Learn when to create a patient chart in your practice management system or EHR.
Automations
Understand how Referral Intel supports patient follow-up and referring-office communication.
How patient follow-up automations work
Learn how Referral Intel can remind referred patients to schedule or follow up on recommended care.
How referring-office notifications work
See how Referral Intel can keep referring offices informed when patients schedule, do not respond, or move forward with care.
Dashboards & Reporting
Use Referral Intel to better understand referral patterns and referral source performance.
How to use the referring doctor dashboard
Review new referrers, top referring providers, top referring organizations, and referral sources that may need attention.
Marketing Activity
Track outreach and relationship-building with referring providers and organizations.
How to log marketing activity
Record visits, calls, lunches, meetings, thank-you notes, gift deliveries, and other referral source touchpoints.
Need more help?
If you cannot find what you need, contact Referral Intel support or schedule an onboarding walkthrough.
For setup questions, workflow help, or product feedback, reach out to the Referral Intel team.