Win More Referrals. Automate Every Inbound.
ReferralPoint helps specialty practices grow referrals from PCPs with a data-driven targeting engine — and automate every inbound referral (Fax, Direct, Email) into your EHR. Reduce cost, increase revenue, and hit the quality metrics PCP groups now require to stay in their Preferred Specialist Network.
Every inbound referral — Fax, Direct, Email, Web Form, Labs, Notes — is auto-ingested into one smart queue. Nothing gets dropped, nothing gets re-keyed.
Grow Inbound Referrals. Then Automate Every One.
A modern specialty practice has to do both: get more referrals from the right PCPs, and process every inbound referral fast enough to keep them. ReferralPoint does both — and proves it with the quality metrics PCP groups now require.
Get More PCP Referrals
- ✓Identify top PCP referral targets by volume, risk level, and likelihood to convert
- ✓CRM to contact PCP targets, track stages, next steps, and results
- ✓Quantify the financial impact of lost referrals and competitor capture
- ✓Hit lists, mailing campaigns, and growth calculator per physician
Automate Every Inbound Referral
- ✓Consolidates Fax, Direct, Email, Web Form, Labs, Notes into one smart queue
- ✓Auto-creates patient charts in your EHR & initiates scheduling
- ✓Auto-closes the loop with referring PCPs regardless of their EHR
- ✓Reduces manual processing from 7 days → 1 day
- ✓Increases scheduled patients by 15%+
- ✓Auto-tracks RTR, RTA, Days to Schedule/Appt, Close-Loop Ratio
SARA Handles Every Inbound Referral, End-to-End
Unlike other referral tools, ReferralPoint integrates directly into your EHR. SARA — your automated referral coordinator — captures every inbound referral, creates the patient chart, runs eligibility, texts specialist calendar for patient to schedule, and closes the loop with the referring PCP.
- ✓Inbound referrals arrive via Fax, Direct, Email, Web Form — all consolidated
- ✓Patient charts auto-created in your EHR with documents attached
- ✓SARA texts and emails patients to schedule appointments
- ✓Close-the-loop updates auto-sent to referring PCPs regardless of their EHR
Fax received
Competitive Landscape Data to Win More PCP Referrals
Utilizing third-party claims across all payors — private and governmental — ReferralPoint surfaces every PCP in your market, ranks them by referral volume and growth potential, and gives your liaison team a CRM to work the list.
- ✓Top PCP referral targets by volume, risk, and likelihood to convert
- ✓Competitor physician and practice comparison
- ✓Patient in/out migration patterns and network leakage
- ✓Market share, acquisition targets, and expansion opportunities
The KPIs PCP Groups Use to Score Preferred Specialist Networks
Vanguard Medical Group, Privia, and a growing list of regional networks now grade specialists on closed-loop performance. ReferralPoint captures each metric automatically — no spreadsheets.
% of referrals confirmed as received.
% of referrals resulting in a scheduled visit.
Referral sent → appointment scheduled.
Referral sent → appointment date.
% of consult notes returned to the referring PCP.
Everything You Need to Grow & Manage Referrals
Six integrated capabilities that replace manual workflows and eliminate lost referrals.
IntelligentDATA
Quantify financial impact of lost referrals and discover new sources.
Automated Inbound Inbox
Aggregate Fax, Direct, Email, Web Forms into one smart queue.
IdealMATCH
Match each patient to the best in-network, highest quality, lowest cost provider.
NetworkGROWTH
Track growth targets, manage outreach, and build hit lists of priority physicians.
Quality Metrics
Auto-track RTR, RTA, Days to Schedule/Appt, and Close-Loop Ratio.
AutoCLOSELOOP
Auto-close the loop with referring providers regardless of their EHR.
A Three-Phase Plan to Grow Your Practice
Stabilize the inbox, grow your strongest PCP sources, then expand into new ones — sequenced for maximum ROI.
Inbound Referral Inbox
SARA captures every fax, email, and Direct message; auto-creates charts; runs prior auth; schedules patients; closes the loop with the PCP.
- ✓Auto IdealMATCH
- ✓Auto Prior Auth
- ✓Auto Close Loop
Existing Referral Growth
Competitive landscape data shows your share of every current PCP source — and which relationships are most likely to grow.
- ✓Referral share by source
- ✓Leakage analysis
- ✓Outreach CRM
New Referral & Market Growth
Find new PCP sources, take business from competitors, open new geographies, and acquire practices with built-in referral bases.
- ✓New PCP targets
- ✓Geographic expansion
- ✓Acquisition evaluation
Frequently Asked Questions
Two things: (1) we use a data engine to help you win more PCP referrals, and (2) we automate every inbound referral — capture, EHR chart creation, scheduling, and close-the-loop — so you reduce cost and grow revenue at the same time.
Why Specialty Practices Choose Us
Born inside Lightbeam
Spun out of the #1 pop-health platform — enterprise security, EHR integration, and pop-health rigor on day one.
Claims-native data
We see PCPs, payors, and patient flow across your market — not just what shows up in your inbox.
Closed loop on 100%
Every referral closes back to the referring PCP with the consult note — automatically, regardless of EHR.
Win More Referrals. Automate Every Inbound.
See how ReferralPoint helps your practice grow PCP referrals and hit the closed-loop quality metrics that keep you in the Preferred Specialist Network.