Manage referral relationships in one place

Two people can reach out to the same referring physician in a week without either one knowing. The new Physician CRM is a directory of your referring providers and the activity history with each one.

Log activities, track completion status, assign points of contact, and attach tasks so every follow-up has a home. You can also download a PDF of referral conversion data, patient case metrics, and plan of care details to analyze.

What you’ll notice

• Every referral conversation on the record
• Follow-up tasks tied to contacts to prevent missed outreach
• Referral conversion data that you can compare to outreach activities