Referring Providers
Maintains a master directory of referring providers, independent of any single client, so practices can track their referral network at a glance. Referring provider information can be collected automatically through an intake form field, or added manually to a client's profile. Useful for referral relationship management and for billing purposes like CMS 1500 claims.
Built by Core Engineering
The problem it solves
Practices that rely on referral relationships need to track which providers are sending them clients, both to nurture those relationships and to reference the information during billing. Without a centralized directory, referral information ends up scattered across client profiles with no easy way to see the bigger picture of a practice's referral network.
What's included
- Master directory of referring providers, independent of any single client
- Referring Provider intake form field for automatic capture during onboarding
- Manual add option through a client's profile or the Referring Providers directory
- Sorting by provider name, business name, specialty, city, or clients referred
- CSV export of the referral list
How it works
A referring provider's information is added either automatically, through an intake form field a client completes, or manually via a client's profile or the Referring Providers directory. Once added, that referring provider's record can be associated with multiple clients, viewed and sorted within the Referring Providers directory, and exported as needed.
Referring Providers maintains a master directory of the healthcare professionals who refer clients to a practice, independent of any single client relationship. It's built for practices that want to track their referral network, view top referring providers, and tie referral data to billing workflows like CMS 1500 claims. Referring provider information can be collected automatically by adding the Referring Provider field to an intake form, or added manually through a client's profile or the Referring Providers directory. Each referring provider's record can be associated with multiple clients, sorted by criteria like specialty or number of clients referred, and exported as a CSV report.