A Three-Phase Plan to Grow Your Practice
Most specialty practices try to grow before they can capture. ReferralPoint sequences it correctly: lock down inbound, grow your strongest PCP sources, then expand into new ones — all powered by one platform.
Inbound Referral Inbox
Data-Driven. Fully Automated. Closed Loop.
Unlike other referral tools, ReferralPoint integrates directly into your EHR so you only have to input data once. SARA — your automated referral coordinator — auto-reads faxes, emails, and Direct messages; auto-creates patient charts; runs eligibility and prior auth; schedules patients; and closes the loop with the referring PCP regardless of EHR.
- ✓Auto-read faxes, emails, Direct messages, web forms, labs
- ✓Auto IdealMATCH to the right in-network specialist
- ✓Auto Prior Authorization and insurance verification
- ✓SARA texts and emails patients to schedule
- ✓Auto Close Loop back to the referring PCP — any EHR
Every inbound referral — Fax, Direct, Email, Web Form, Labs, Notes — is auto-ingested into one smart queue. Nothing gets dropped, nothing gets re-keyed.
Existing Referral Growth
Cultivate the relationships you already have.
Cultivating existing relationships is the easiest path to growth — but only if you can see which sources have the highest ROI. Competitive landscape data shows your share of every current PCP source, where leakage is happening, and which relationships are most likely to grow.
- ✓Referral share by current PCP source
- ✓Upstream and downstream referral patterns
- ✓Patient in-migration and out-migration
- ✓Referral network leakage and competitor capture
- ✓Outreach CRM with stages, next steps, and outcomes
New Referral & Market Growth
Once your inbox is humming and existing sources are maxed, ReferralPoint surfaces every other lever for growth in your market — by physician, by competitor, by geography, and by acquisition target.
Find New Referral Sources
Identify PCPs in your market not currently sending — ranked by volume, risk, and likelihood to convert.
Take Business from Competitors
See where competing specialists are capturing referrals you should be winning.
Open New Geographies
Map demand across zip codes to plan new offices or service-line expansion.
Acquire with Built-in Volume
Evaluate acquisition targets by their existing referral base before you make an offer.
Two Ways to Access Competitive Landscape Data
Start with focused reports or go all-in with an interactive system — same data, different depth.
Focused Static Reports
Less expensive option with the data that matters most for sales and growth planning.
- ✓Existing referral growth opportunities & referral share
- ✓New referral growth opportunities
- ✓Competitor benchmarking
PRM Dashboards
Unlimited market visibility with all captured referral data at your fingertips.
- ✓Full access to all captured referral patterns
- ✓Complete referral growth target visibility
- ✓360° interactive competitor landscape
- ✓Provider volume by facility, payor, procedure, diagnosis
- ✓Acquisition target evaluation
- ✓Market development exploration
Frequently Asked Questions
A sequenced playbook for specialty practices: Phase 1 stabilizes inbound referrals with SARA, Phase 2 grows referrals from existing PCP sources using competitive landscape data, and Phase 3 expands into new sources, geographies, and acquisition targets.
Ready to Build Your Three-Phase Plan?
See how ReferralPoint sequences inbox automation, existing-source growth, and new-market expansion into one playbook for your practice.