Real-Time Dashboard Views

Manage all inbound and outbound referrals in a single dashboard with all relevant information at your fingertips. Search and manage referrals in seconds and pull data reports on demand.

eliminate referral leakage

Customize Clinical Workflow and Process

Easily customize clinical workflows with Referral Statuses to ensure patients are moving through the pipeline. Help identify bottlenecks and pull Referral-to-Appointment ratio reports with functional workflow tools.

marketing calendar
“LeadingReach helps us save valuable staff time and eliminate frustrations with referring offices, allowing us to focus on the patient.”

Audra Lansdown, Practice Manager at Brazos Valley Oral & Maxillofacial Surgery

Advanced Filtering with Referral Tags

Create custom workflow checklists and dashboard views with Referral Tags and advanced filtering options. Save staff valuable time by accessing only the information they need with a couple clicks.

customize workflow

Secure Communication with Referring Offices

Send and receive HIPAA-secure messages and file attachments with referring offices. Provide status updates and streamline communication with offices and patients during the referral process.

mips macra

Ready To Hear How We Can Help Unlock Your Referral Data?