Referrer Analytics
How the Referrer is measured
The record for referral intake: referrals received, records requested, referrals sent to staff, and first visits scheduled.
- Referrals receivedtrending up86From fax, portal, and phone, logged by source.
- Records requestedtrending up41Missing labs, notes, or insurance asked of the referring office.
- Referrals sent to staffsteady by designStaff first12Urgent or incomplete, with the referral attached.
- Patients contactedtrending up68Offered a first visit within office-approved rules.
- First visits scheduledtrending up57Referrals that reached the calendar.
- Referring offices updatedtrending up79Status sent back to the sender.
Illustrative values, not results from a customer deployment. No conversion rate or time to first visit is promised.
How the record works
Every referral moves through four recorded stages.
- 01
Referral logged
Each referral recorded with its source, channel, and the date it arrived.
- 02
Records requested
What was missing against the practice's list, and when the referring office was asked for it.
- 03
Staff handoffs
Urgent and incomplete referrals sent to a person, with the reason and status tracked.
- 04
First visit and update
The scheduled visit, or the reason there is none yet, and the update sent to the referring office.
What the practice can review
The views the team works from:
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Referral log
Every referral by source, channel, and date.
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Outstanding records
Which referrals are waiting on which records.
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Staff queue
Referrals with staff, and why they were sent there.
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Scheduled first visits
Referrals that became a visit on the calendar.
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Stalled referrals
Referrals with no movement, so nobody has to find them by hand.
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Updates to referrers
What each referring office was told, and when.
How the numbers stay honest
The reporting describes the referral workflow. It does not rank referring offices, score patients, or stand in for a clinical judgment about who should be seen first.
The Referrer is in beta. We agree the reporting fields with each practice during onboarding.
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No clinical scoring
Urgency stays a staff and provider decision, so the record never assigns it.
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Staff-first is reported steady
Sending urgent and incomplete referrals to people is the design, so that number never wears an up-is-good arrow.
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The practice's list is the standard
Missing records are counted against what the practice requires.
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No PII in marketing analytics
No patient data, health details, phone numbers, insurance IDs, or free text, ever.
Frequently Asked Questions
No. The values on this page are illustrative. Each practice's own record fills in once the agent runs on its referrals.