Ideas from real practice experience
Referral Insights
Practical perspectives on referral follow-through, practice performance, and stronger referral relationships—with Dr. Bradley Weinstein.
Product explainers · 1:54
Why I built Referral Intel
The referral challenges in a growing specialty practice that led Dr. Bradley Weinstein to build Referral Intel.
Practice performance · 0:58
Three numbers worth knowing
Referral volume, conversion, and treatment acceptance show where patients may be dropping out.
Referral relationships · 1:09
Your other customer: the referring office
Why keeping referring teams informed is part of a stronger referral relationship.
Referral follow-through · 0:59
Follow-up that frees your team
How automated scheduling prompts can reduce manual chasing and help referred patients take the next step.
Referral follow-through · 1:42
Why referrals miss your schedule
Why some referred patients never make it onto the appointment schedule.
Practice performance · 1:28
Not all referrals convert equally
A closer look at differences in referral conversion and what they can mean for your practice.
Practice performance · 1:24
Two leaks in the patient journey
Where referrals and unscheduled treatment can slip through the cracks in a practice.
Practice performance · 1:33
What practice owners should track
Using treatment acceptance and practice data to understand where to focus.
Referral relationships · 0:55
Rethinking referral management
Dr. Weinstein addresses a common misconception about referral management.
Product explainers · 1:33
Why we built without AI
Why simplicity, consistency and predictable patient communication shaped the platform.