Referral capture
Accept referrals through an embedded website form or manual staff entry. Collect patient details, referral source details, attachments, and location preference in one consistent workflow.
Track every referral through the statuses that matter:
Referred
Scheduled
Treatment Presented
Treatment Scheduled
Treatment Completed
Referral pipeline tracking
Prompt referred patients to schedule with automated reminders so your team is not relying on memory or sticky notes.
Automated patient follow-up
Know who is sending, who is growing, who is new, and who may be dropping off.
Referrer intelligence
Give treatment coordinators and practice leaders clear visibility into:
exam conversion
case acceptance
dollars presented
dollars scheduled
referral trends by provider or office
Dashboards for each team member
Automatically keep referring offices informed with monthly patient status summaries.