Referrals Management

Message patients the moment a referral is logged to offer a scheduled appointment.

Referrals

Leakage

Text Samples

Hi {clientFirstNameProperCase} , you've recently visited Houston Methodist and received a specialty referral from {referralByProviderName}. Would you like assistance in scheduling or obtaining an authorization for this referral? {referralSchedulingRequestText}. Please feel free to call or text this number at any time.
Hi {clientFirstNameProperCase} , you've recently visited Houston Methodist and received a specialty referral from {referralByProviderName}. May we assist you with scheduling or obtaining an authorization for this referral? {referralSchedulingRequestText}. Please feel free to call or text this number at any time.
Hi {clientFirstNameProperCase}, you've recently visited Houston Methodist and received a specialty referral from {referralByProviderName}. Just wanted to make another attempt to assist you! {referralSchedulingRequestText}. Please feel free to call or text this number at any time.

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Benefits

Reduce staff workload
Improve slot utilization
Reduce Referral Leakage

Reference Customers

Houston Methodist

Flowcharts

View and download helpful workflow documentation related to this use case below.

Reports

This Referrals dashboard allows us to see referrals by provider, diagnosis, event type, procedure and location - granted we are receiving all this data from the customer. It also shows us the referrals breakdown by date, message and communication type. Overall this is a nice overview to referral activity. ***This report is included in the Analytics Plus Package, provided the feature has been previously purchased.