How to Send & Receive Referrals in LeadingReach

Step 1

Log in to your LeadingReach account & connect to your
PT Solutions location

Step 2

Search for, or quickly add, the patient that needs to be seen by PT Solutions

Step 3

Enter the reason for the referral with CPT code and attach the signed Rx

Find a Clinic Near You

With several locations across major US metro areas, finding care from PT Solutions is one click away.

Benefits of Connecting with PT Solutions

Enhance communication and coordination across your referral network with benefits that include:

  • Eliminating the need for unnecessary fax and phone calls
  • Easy sending and receiving of HIPAA-secure messages and file attachments
  • Improved patient experiences and outcomes
PT Solutions Benefits of Connecting 01

How-To Videos

How to log in to your LeadingReach account

How to send a referral in LeadingReach

How to update and manage your Profile Page

Supporting Documentation

How to Create and Send Referrals

Click here to download a
step-by-step guide on creating and sending referrals to
PT Solutions

How to Connect with PT Solutions

Click here to download a
how-to guide on connecting with us on the
LeadingReach Network

How to Use Direct Messaging

Direct Messaging can be used to send referrals from your EHR directly to PT Solutions’ LeadingReach account

What is LeadingReach?

LeadingReach is a HIPAA-secure, web-based platform that combines the largest connected provider community in healthcare with clinical workflow management tools, secure team-based chat, and document exchange. This empowers care coordination teams to track patient journeys, communicate more effectively, and increase overall network utilization regardless of EHR.

Get the Overview →
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Organize Your Referrals in a Single View

Track, manage and filter all your sent referrals under one easy-to-use view. Keep track of which referrals have been accepted and scheduled for appointments, with the referred-to provider closing the loop on a patient’s transition of care.

Outgoing Referrals

Some FAQs

LeadingReach offers flexible plans (including a free version) to accommodate the needs of any healthcare organization. For more information on pricing and access levels, please visit our pricing page here.

LeadingReach will have no impact on the physician work process. It will create efficiencies for your staff and will extend our collective ability to create enhanced coordination of care. This web-based tool will connect all of our referral partners in an online setting, eliminating the need to manually print and fax referral orders that will help ensure better care coordination for PT Solutions patients.

It’s best to schedule a quick overview where we can go into more details with you 1-on-1.

Click here to schedule

You can also email us at [email protected] or call us at 1-866-656-4410 for more information.

For internal PT Solutions user access to LeadingReach, you can submit a request to our leadership team directly by using this link.

Alternatively, you can email [email protected] or call at 1-866-656-4410, x200 where LeadingReach Support can help you in a personalized setting.

Regarding notification settings, you can visit this Support article that addresses this in detail.
NOTE: The user will need to be logged in to LeadingReach to view this link. Afterwards, an admin can make any adjustments that are needed.