Referral Intelligence for Specialty Practices
Know exactly what happens to every referral
from the moment it’s sent to the moment treatment is completed.
Turn Referrals Into
Measurable Growth
Capture referrals, convert more patients, keep referrers updated, and see which relationships need attention.
Capture Referrals at the Source
Referring offices submit patient information through a customized referral form embedded directly on your website.
Convert More Referred Patients
Automated patient follow-ups help increase the number of referred patients who actually schedule their first appointment.
Keep Referrers in the Loop
Referring offices are automatically notified when patients schedule, fail to schedule, or move through key stages of care.
Track the Full Patient Journey
Follow each referral from submission to scheduling, consultation, treatment progress, and case acceptance.
Know Which Relationships Need Attention
Spot new referrers, cooling relationships, missed opportunities, and offices that need timely outreach from your team.
Turn Outreach Into Measurable Growth
Log interactions, track trends by location or team member, and see which referral-building activities move the needle.
See Referral Intelligence in Action
Watch how organizations use Referral Intel to streamline referrals,
improve visibility, and accelerate growth.
Less Manual Follow-Up.
More Referral Growth.
HIPAA-conscious referral management
Referral Intel helps your team capture referrals securely, automate patient follow-up, keep referring offices updated, and manage referral relationships from one centralized platform.
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Collect patient information through a customized referral form on your website.
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Reduce manual calls and emails while helping more referred patients schedule.
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Track referrer activity, outreach, trends, and relationship gaps in one place.
Built from Real Practice Experience
Referral Intel was developed by Dr. Bradley Weinstein, a practicing dentist managing a multi-doctor, multi-location specialty practice. As referrals increased, visibility, tracking, and follow-through became inconsistent. To address this, a system was built to better understand referral flow and patient progress. It helps improve conversion while strengthening relationships with referring providers.
What began internally quickly became central to growth.
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Referrals increased with better tracking and visibility
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More referred patients scheduled exams consistently
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Case acceptance improved through better coordination and follow-up
Dr. Bradley Weinstein, Founder
Hear from practices
using Referral Intel.
In their own words: easier referral tracking and a more connected team.
Referral Intel keeps our referral information in one place and saves our team valuable time. The automated emails keep our referring offices up to date, and they appreciate knowing where their patients are in the process. Highly recommend this software for any busy specialty dental office!”
Referral Intel makes it easier for referring offices to send patients and for our team to track every referral. The automated reminders help patients take the next step, while referring offices stay informed without having to chase us for updates.”
Referral Intel makes referral tracking simple. My team appreciates how easy it is to use, and we’re tracking our referrals better. It’s a straightforward way to keep referral information organized for our team.”
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1. Capture Referrals
Collect referral details through your website.
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2. Track Progress
See where every patient stands.
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3. Grow Referrals
Use data to strengthen relationships.
Simple Workflow. Powerful Insights.
Monthly
Flexible access for practices ready to improve referral tracking and follow-up.
$499
/per Month
Yearly
Best value for practices committed to building a stronger referral system.
$4,999
/per Year
Enterprise Plan
Custom support for larger teams, multi-location groups, and referral networks.
Contact Us for Details
Plans for Healthcare Practices
Choose the plan that fits your organization today, with scalable options for enterprise growth.
Modernize Your Referral Workflow
Transform referral management into a measurable growth engine
with modern analytics and operational visibility.