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.
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.
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:
Patient Pipeline
Management
Manage your referral pipeline in one place, with real-time visibility and custom statuses built around your workflow.
Digital Intake and
Custom Workflows
Capture referrals directly
from your website and route them into LeadingReach automatically.
OutReach CRM
Physician Liaison Tools. Log visits, track relationships, and turn outreach into lasting
referral partnerships.
Automated Patient
Reminders
SMS and email reminders go out on their own. No-shows drop. Your schedule fills.
Drag & Drop Referral Upload
Upload a faxed referral and have it automatically read, sorted, and pre-filled for review. No connector needed.
Task Management and
Team Messaging
Create, assign, and manage tasks across every transition
of care, so nothing stalls and everyone stays accountable.
Digital Content
Delivery
Send patients pre-visit
educational content
automatically.
Real-Time Operations
Dashboard
Curated views and filters to monitor your metrics
at a glance.
In-Product, On-
Demand Reports
Self-service reporting,
scheduled or on demand.
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:
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.
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.
Custom Analytics
A reporting package built around your organization’s specific metrics, delivered
through interactive Tableau dashboards.
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.