Referral Management Software for Both Sides of the Handoff
A referral is easy to send. Knowing whether the patient got
scheduled is the hard part. LeadingReach helps the practices
sending referrals and the ones receiving them see where each
one stands, and follow through.
Our connected network.
125,000+
Provider
60,000+
Care settings
25,000+
Referrals a day
What is referral management?
Sending the referral is
the easy part
Referral management is how a practice sends, receives, and
tracks referrals until the patient is scheduled and the loop is
closed. Some call it patient referral management. Either way, it
covers two jobs: the practice that sends needs to know what
happened, and the practice that receives needs to turn the
referral into an appointment.
Most teams do both jobs with faxes, spreadsheets, shared
inboxes, and phone calls. It works until volume grows.
Why referrals stall
Different seats, same blind spot
Your EHR is built to document care, not to follow a referral from
“sent” to “scheduled.” So the work ends up scattered, and each
side is left guessing. The cost shows up once you measure it.
Senders don’t hear back
A patient leaves with a referral, and the practice that sent it has no easy
way to confirm they were seen.
38%
Of referrals never close
the loop
50%
Of referring providers never hear
what happened to the patient they sent.
Receivers lose track
Referrals arrive through different channels, ownership is unclear, and it’s hard
to say how many turned into appointments.
When that gap goes unmanaged, patients wait longer, some never get scheduled, and volume drifts out of network.
What good looks like
Referral management that
works for both sides
For the practice sending
You know where a referral stands without picking up the phone.
The other office gets what it needs, you hear back, and your
records show completed care, not just sent referrals.
For the practice receiving
Referrals land in a place your team works from, whether they
arrive digitally, through your website, or as a fax your team
drops in. Someone owns each one, you can see what’s pending,
scheduled, or stalled, and you can measure how many referrals
become appointments.
LeadingReach Core
Referral operations,
built around how
you work.
Core comes with a dedicated Account Manager who helps set
up your statuses and workflows.
Core is the LeadingReach plan for teams managing real referral
volume. It builds on our Free and Basic plans, adding to the
Network, your profile, and HIPAA-secure messaging with tools
to run a referral pipeline:
- Pipeline management with custom statuses built around
your workflow - A real-time dashboard that shows volume, stalled
referrals, and your referral-to-appointment ratio - Digital intake that routes referrals from your website into
your pipeline - Automated patient reminders by text and email
- Task management and team messaging so work stays
with an owner - OutReach CRM for physician liaison visits and
relationships
Drag and Drop Document Upload
Drop in the fax.
Skip the retyping.
Referrals still arrive by fax, and Core meets your team where
they are. Drag up to 15 faxed referrals into LeadingReach at a
time. The system reads each one, pulls out the patient
information, and pre-fills the referral fields in about a minute.
Your team reviews, verifies, and adds what’s missing.
Faxed referrals then live in your pipeline next to the ones that
arrive digitally, so your team works from one place no matter
how a referral came in.
Want faxes handled without anyone dragging and dropping?
Fax Automation, part of Intelligent Automation Services, is an
add-on that sits on top of Core.
Who it’s for
Built for teams managing
real referral volume.
- A specialty practice capturing and scheduling inbound referrals
- A multi-location organization that needs one shared workflow
- A front-desk or operations team managing referrals by hand today
Starting smaller? Free gets you on the Network. Core is there
when your volume asks for more.
See how Core fits
your referral workflow.
FAQs
Referral management software, sometimes called patient referral management software, helps practices send, receive, and track referrals until the patient is scheduled and the loop is closed. It replaces faxes, spreadsheets, and phone calls with shared visibility into where each referral stands. LeadingReach does this across a Network of 125,000+ providers.