ReferralPoint
Why ReferralPoint

The Only Platform Built Around Referral Strategy — Not Just Software

ReferralPoint is an AI-powered, data-driven, fully automated, closed-loop referral strategy that quantifies the financial impact — for both Fee-for-Service and Value-Based Care organizations.

Why ReferralPoint

Born inside Lightbeam, the #1 pop-health platform in value-based care.

We started as the referral module within Lightbeam. After successfully solving referral challenges for the largest pop-health networks in the country, we realized we had something the rest of the referral industry didn't. In 2018 we launched ReferralPoint to bring that strategy to every medical group, health system, community health center, and payer — regardless of their pop-health stack.

2014
$200M
Initial savings inside Lightbeam
2018
Launch
ReferralPoint spun out
2025
$5B+
Total client savings to date
Lightbeam HeritageClaims-NativePop-Health GradeEnterprise Security
Proven At Scale

Lightbeam clients have generated over $5 Billion in savings.

$0M$1B$2B$3B$4B$5B$200M2014$320M2015$470M2016$680M2017$950M2018$1.3B2019$1.8B2020$2.4B2021$3.0B2022$3.8B2023$4.5B2024$5B2025
Lightbeam clients have generated over $5B in Savings
The Problem

Most organizations don't know what referrals are really costing them.

Three years of research showed that medical groups, health systems, and payers were unaware of the impact referrals were having on cost, quality, and revenue.

60%
Of patient referrals go OUT OF NETWORK
8%
Referred to INAPPROPRIATE providers
20%
Referred to HIGH COST or LOWER QUALITY providers
20%
Of referred patients NO SHOW
37 min
ADMIN TIME per referral
Source: ReferralPoint 3-year research across medical groups, health systems, and payers.
Cost

Leakage drains revenue

Out-of-network referrals quietly raise total cost of care while in-network specialists sit underutilized.

Quality

Half of referrals never close

Patients fall out of the funnel between the order and the appointment. Outcomes suffer and the loop never closes.

Revenue

VBC dollars left on the table

Without claims-grade visibility, leaders can't quantify what referral steerage is actually worth in shared savings.

The Solution

What we do that other referral tools can't.

Four pillars — engineered together, not bolted on. This is why ReferralPoint behaves like strategy, not a tool.

01

Built on Pop-Health Security Infrastructure

Born inside Lightbeam. HIPAA, HITRUST CSF, SOC 2 Type II, NIST, FISMA — security, governance, and EHR integration that meets enterprise procurement on day one.

02

Powered by Claims + 3rd-Party Data

We ingest claims to score every specialist (IdealMATCH), build smart networks, and deliver a 3-year referral look-back. Every referral closes with diagnosis, procedure, and cost attached.

03

Patient + 2-Way EHR Automation

Two-way EHR integration plus patient outreach automates the manual referral chores — cutting referral cost in half and giving staff and patients a calmer experience.

04

Maximizes FFS + VBC Contracts

We identify what each contract rewards and supply the steerage, automation, and reporting to capture more of it — across both fee-for-service and value-based arrangements.

FFS + VBC

Maximizing Both Fee-for-Service & Value-Based Contracts

As provider risk increases across the payment continuum, the financial reward grows — but only if you can identify, steer, and quantify the right referrals. ReferralPoint is engineered for both ends of the curve.

Identify

Claims-grade visibility into where every dollar leaks across FFS volume and VBC savings.

Steer

AI matches every referral to the highest-reward in-network specialist for the contract.

Quantify

Quarterly KPI report attaches dollars to every referral — saved, earned, recovered.

What do youneed to improveto increase RISK?Facility +Specialist =77% CostAttributedback to PCP's
Both Directions

One Platform — Two Sales Motions

Most tools pick a side. ReferralPoint wins for the PCP groups sending referrals and the specialty practices receiving them — with one shared data and EHR foundation.

Why we win for PCPs

Outbound — send every referral to the right specialist

  • IdealMATCH scores every specialist on cost, quality, access, loyalty, and outcomes
  • Auto prior auths submitted from inside the referral flow — lower cost per auth and faster turnaround
  • SARA schedules patients and closes the loop back into your EHR
  • Quarterly executive KPI report quantifying leakage saved and VBC dollars earned
See the outbound workflow
Why we win for Specialists

Inbound — automate every referral you receive

  • 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 back to referring PCPs — regardless of their EHR
  • Auto-tracks RTR, RTA, Days to Schedule/Appt, Close-Loop Ratio — the KPIs Vanguard, Privia and others now require
See the inbound workflow
Side-By-Side

ReferralPoint vs. Typical Referral Tools

Most referral tools manage the order. We manage the strategy — from claims insight through closed-loop outcomes.

Strategy Platform
ReferralPoint
Category Average
Other Referral Tools
AI specialist matching across 6 dimensions
Claims + 3rd-party data ingestion
Quarterly executive KPI report (saved / earned)
Automated prior authorization
Limited
Patient engagement (SARA coordinator)
Limited
Closed-loop on 100% of referrals
Optimized for both FFS and VBC contracts
Marketplace-listed across athena, NextGen, Veradigm, Epic
Limited
Integrates beyond — top 20 EHRs via Lightbeam
Real Results

Real numbers from named customers

Each metric below is sourced from a published ReferralPoint case study. Your numbers will move the moment claims and EHR data start flowing.

In-Network Keepage
Before
35–67%
After
65–92%
Source: VillageMD + Vanguard
Out-of-Network Leakage
Before
33%
After
8%
Source: Vanguard Medical Group
Referral Cost
Before
Baseline
After
−45%
Source: Privia NT
Time to Close Referral / Auth
Before
7 days
After
2 days
Source: Privia NT
Admin Time
Before
Baseline
After
−51%
Source: VillageMD
Referral Errors
Before
31%+
After
1.4%
Source: Privia NT
Engagement

Transform your referral program in 3 simple steps

01Step 1

Schedule a Tailored Demo

Meet with our team to share your current workflow, challenges, and goals. We show you exactly how ReferralPoint plugs into your day.

02Step 2

Get a Custom Blueprint

We map the inefficiencies in your current process and deliver a clear plan to streamline referrals, reduce costs, and improve outcomes.

03Step 3

Track Results & Drive Value

Implement the new referral process, then monitor clinical and financial improvements in real time as revenue and savings compound.

Integration & Security

Built To Work With Your EHR

Marketplace-listed across the EHRs you already use — and extending into the top 20+ EHRs through our parent company Lightbeam.

athenahealth
eClinicalWorks
NextGen Healthcare
Altera Digital Health
Veradigm
Epic
Direct MessageSSOAPIFHIRHL7CDACCD
Standards & Certifications
HITRUST CSF CertifiedSOC 2 Type II CertifiedHIPAANISTFISMA CompliantDuo SecurityKnowBe4NetwrixPRTG Network MonitorPDQ.com
FAQ

Frequently Asked Questions

ReferralPoint is the only platform built around referral strategy — combining AI matching, automated prior auth, patient engagement, and closed-loop visibility in one integrated workflow with quantified financial impact.

Ready to Get Started?

Make Referrals a Financial Strategy

See exactly how much ReferralPoint can save and earn for your organization.

info@referralpoint.ai129 S Main St, Suite 225, Grapevine, TX 76051