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 Every Referral
Into a Trackable Growth Opportunity

Referral Intel helps referral-based practices capture referrals, follow up automatically, keep referring offices informed, and turn referral activity into actionable growth insights.

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.

Manage Referrals Without Losing Visibility

HIPAA-conscious practice operations

A modern platform designed to give healthcare teams complete transparency into referral performance, source attribution, and conversion opportunities.
Built from real specialty practice experience to improve operational visibility and patient growth.

  • Monitor referrals from submission to conversion with full 
visibility across every stage.

  • Monitor referrals from submission to conversion with full 
visibility across every stage.

  • Monitor referrals from submission to conversion with full 
visibility across every stage.

Built from Real Practice Experience

Referral Intel was developed by 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.

  • Referrals increased with better tracking and visibility
  • More referred patients scheduled exams consistently
  • Case acceptance improved through better coordination and follow-up
  • 1. Capture Referrals

    Collect referral details through your website.

  • 2. Track Progress

    See where every patient stands.

  • 3. Grow Referrals

    Use data to strengthen relationships.

Simple Workflow. Powerful Insights.

Flexible for Modern Healthcare Teams

Referral Intel adapts to the way healthcare practices already coordinate referrals, communication, and operational tracking.

  • Referral coordination visibility
  • Team-based workflow access
  • Operational reporting insights
  • Practice performance tracking

See Your Referral Pipeline in Real Time

Interactive dashboards and reporting tools provide instant visibility into referrals.

  • Real-time referral tracking
  • Source attribution visibility
  • Team performance metrics
  • Automated reporting insights

See Referral Intelligence in Action

Watch how organizations use Referral Intel to streamline referrals,
improve visibility, and accelerate growth.

Monthly

Monthly

Flexible access for practices ready to improve referral tracking and follow-up.

$499

/per Month
Sign Up
Yearly

Yearly

Best value for practices committed to building a stronger referral system.

$4999

/per Year
Sign Up
Enterprise

Enterprise

Custom support for larger teams, multi-location groups, and referral networks.

Custom

/Contact Us
Contact Sales

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.