Do you know your Referral-to-Appointment ratio?

    Number of appointments scheduled / Number of referrals received = Referral-to-Appointment Ratio (RTA%)

patient pipeline management 1

Customize Clinical Workflow and Process

Easily customize clinical workflows with referral tags and custom statuses to ensure patients are moving through the pipeline and getting the care they need. Help identify bottlenecks and view real-time referral-to-appointment ratio reports with functional workflow tools.

customize workflow

View Key Metrics in Real-Time from a Single Dashboard

Easily manage all inbound and outbound referrals in a single dashboard. Our platform lets you search and manage referrals in seconds and pull data reports on demand.

eliminate referral leakage
“Within one week of implementation we saw
measurable gains in workflow compliance and efficiency, as well as increasing our Referral to Appointment ratio and overall referral revenue.”

Daniel Soteldo, Practice Manager at Westgate Skin & Cancer

Securely Communicate with Referring Offices

Send and receive HIPAA-secure messages and file attachments with referring offices to improve care coordination and the patient experience. Use our secure chat tool to close the care loop by providing status updates and streamlining communication with offices and patients during the referral process.

eliminate gaps

Use Referral Data to Improve Marketing Efforts

LeadingReach Patient Pipeline Management (PPM) allows you to bridge the gap between scheduling and marketing teams, so you can build stronger relationships, increase referral volumes, and eliminate miscommunication between offices, and patients.

marketing calendar

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