# Core Product

Includes everything in Free and Basic

Live in 30 days

HITRUST certified

LeadingReach Core

# Referral Operations, Built Around How You Work.

Core gives your team everything it takes to own referrals, from 
the moment they arrive to the moment care is confirmed. 
Pipeline management, automated reminders, digital intake, and 
a real-time dashboard, all on the network you already use.

[Get Started](https://leadingreach.com/pricing/)

[ Schedule a Demo](https://leadingreach.com/demo/)

 

  ![LeadingReach dashboard displaying a donut chart of incoming referrals and data visualizations for performance tracking.](https://leadingreach.com/wp-content/uploads/2026/05/Specialist-Hero.svg) 

  

 

![](https://leadingreach.com/wp-content/uploads/2026/06/IAS-The-Network-Behind-it.png)

Who It’s For

## For Teams Ready to Own 
Referrals, Not Chase Them.

Core is built for organizations managing real referral volume. If your team is tracking referrals across physicians, locations, or specialties and still working part of that by hand, Core gives you one place to run it all, the visibility to measure it, and the automation to keep it moving.

A specialty practice capturing and scheduling inbound referrals

A multi-location organization that needs one shared workflow

An operations or front-desk team managing referrals manually today

On Free or Basic and ready to do more than track referrals

What’s Included

## Everything It Takes to Move a Referral, 
Start to Finish.

Core includes everything in Free and Basic, plus the tools that turn referral tracking into 
referral operations.

**Here's what Core gives you:**

![](https://leadingreach.com/wp-content/uploads/2026/06/Laptop-Leading-Reach-Violet.svg)**Patient Pipeline** 
**Management** 
Manage your entire referral 
pipeline in one place, with real-
time visibility and custom statuses built around your workflow.

![](https://leadingreach.com/wp-content/uploads/2026/06/Computer-Violet.svg)**Digital Intake and** 
**Custom Workflows**
Capture referrals directly 
from your website and route 
them into LeadingReach automatically.

![](https://leadingreach.com/wp-content/uploads/2026/06/Coordination-1.svg)**OutReach CRM**
Physician Liaison Tools. Log 
visits, track relationships, 
and turn outreach into lasting 
referral partnerships.

![](https://leadingreach.com/wp-content/uploads/2026/06/Communication-Violet-2.svg)**Automated Patient** 
**Reminders**
SMS and email reminders go 
out on their own. No-shows 
drop. Your schedule fills.

![](https://leadingreach.com/wp-content/uploads/2026/06/Check-List-Violet.svg)**Task Management and** 
**Team Messaging**
Create, assign, and manage 
tasks across every transition 
of care, so nothing stalls and 
everyone stays accountable.

![](https://leadingreach.com/wp-content/uploads/2026/06/Documents-Violet-1.svg)**Digital Content** 
**Delivery** 
Send patients pre-visit 
educational content 
automatically.

![](https://leadingreach.com/wp-content/uploads/2026/06/Time-Management-Violet.svg)**Real-Time Operations** 
**Dashboard**
Curated views and filters to 
monitor your metrics at a 
glance.

![](https://leadingreach.com/wp-content/uploads/2026/06/Report-Violet.svg)**In-Product, On-**
**Demand Reports**
Self-service reporting, 
scheduled or on demand.

![](https://leadingreach.com/wp-content/uploads/2026/06/Send-and-Receive-Violet-1.svg)**Built for EHR** 
**integration**
So when you're ready to 
further automate referral 
management, Core is already 
configured for it.

## Carried up from 
Free and Basic:

Unlimited network access, connections, and referrals sent and received

HIPAA-secure messaging and file sharing

Insurance eligibility verification, powered by Availity

Patient database imports to pre-populate before go-live

DirectTrust secure messaging with your EHR

Live email, chat, and phone support

![](https://leadingreach.com/wp-content/uploads/2026/06/IAS-The-Network-Behind-it.png)

## The payoff: less manual work, 
and more patients scheduled.

## 25-30%

**increase in scheduled patient volume**

## 90 days

**average time to ROI**

## 5+min

**saved per referral processed**

*Based on LeadingReach customer data*

Go Further

## Ready to Take Even More Off Your Team’s Plate?

Core works with optional add-on modules that remove the manual hand-offs between LeadingReach and your systems.

![Gear icon in violet](https://leadingreach.com/wp-content/uploads/2026/05/Gear-Violet-1.svg)### Intelligent Automation Services

Fax Automation, Chart Creation, and 
Appointment Sync eliminate the manual work between your referral workflow and your 
EHR. Faxes become referral records in under a minute.

![](https://leadingreach.com/wp-content/uploads/2026/06/Pie-Chart.svg)### Custom Analytics

A reporting package built around your organization’s specific metrics, delivered 
through interactive Tableau dashboards.

![Document stack icon in violet](https://leadingreach.com/wp-content/uploads/2026/05/Documents-Violet-1.svg)### Data Extract

Nightly exports deliver raw referral data automatically, ready to load into your own analytics tools.

Interested in these features? Let’s schedule a pricing consult and find the right fit for your team.

[Schedule a Pricing Consult](https://leadingreach.com/consult/)

## Pricing That Scales 
with Your Team.

Core starts at $149/month for your first physician. 
See how pricing scales for your organization → *Billed annually or monthly. 
Every plan includes everything in Free and Basic.*

See What Core Looks Like for Your Practice. In 30 minutes, we'll show 
you exactly how Core runs in your environment, what it takes to go live, 
and the numbers behind it.

[Get Started](https://leadingreach.com/pricing/)

[Schedule a Demo](https://leadingreach.com/demo/)