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Referrals

Stop losing referrals you already earned.

Referrals arrive by fax, phone, portal and email, then sit. TruVue tracks each one to an appointment and shows which referrers you are quietly letting down.

In plain terms

What is referral tracking software?

Referral coordinatorsPractice ownersBusiness developmentOffice managers

Referral tracking software records every referral a practice receives, follows it until the patient is scheduled and seen, and reports the ones that stalled. It matters because a referral is the most expensive lead a practice never paid for, earned through years of relationship, and the usual failure is not rejection but silence. Referral leakage is the share of referred patients who never reach an appointment.

  • Referrals are tracked by age, not just by count. A referral sitting for eleven days is a different object than one that arrived this morning.
  • Every referrer gets a record. Volume, conversion and trend per referring source, whether that is a physician, a patient or a partner.
  • Outbound referrals count too. Where you send patients is part of the same relationship and the same picture.
  • Leakage is a number, not a feeling. The share of referrals that never became an appointment is reportable and therefore fixable.
The problem

What this fixes in a clinic.

Referrals arrive in four places and live in none

Fax, portal, phone and email each hold part of the queue, and no single list says what is outstanding.

Nobody owns the follow up

A referral is everyone's job until it is nobody's, and the patient waits until they stop waiting.

Referrers never hear back

The fastest way to lose a referring physician is silence, and most practices cannot tell which relationship has gone quiet.

Strong referrers are never thanked

The sources sending your best patients are invisible, so the relationship that deserves attention gets none.

How it works

How TruVue tracks referrals.

Capture every referral in one queue

However a referral arrives, it becomes a dated record with a referrer, a patient and a status.

Age the queue

Open referrals are sorted by how long they have waited, so the oldest is the first thing anyone sees.

Follow through to the appointment

A referral is not closed when it is acknowledged. It is closed when the patient is scheduled and seen.

Score the relationship

Volume and conversion per referrer show which relationships are growing, which are flat and which stopped.

What you see

Open it, and the answer is already there.

truvue.co/app/referral-intelligence · sample data

Referrals

Last 60 days
Referrals in
184 +11%
Scheduled
121 +8%
Open over 7 days
23 +6
Leakage
18% -4 pts
Referrals by source and conversionSample
Dr. R practice84%
Urgent care partner71%
Patient referrals66%
Employer clinic44%
Portal submissions38%

Sample view with illustrative figures. Your dashboards are built from your own connected data.

Outcomes

What changes once referrals are tracked.

Recovery

Aging referrals get worked

The oldest open referral is on screen every morning instead of buried in a fax tray.

Relationships

Referrers hear back

You can see which sources have gone quiet and reach out before the relationship is gone.

Growth

The best referrers get invested in

Time goes to the relationships that actually produce patients rather than the ones that feel important.

Questions

Frequently asked.

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What is referral leakage?

Referral leakage is the share of referrals a practice receives that never become a completed appointment. It is usually caused by slow follow up rather than by patients choosing elsewhere, which is why measuring the age of open referrals is the practical fix.

Can TruVue track referrals that arrive by fax or phone?

Yes. A referral can be entered by staff, submitted through a form, or arrive from a connected system. Once it is in the queue it is aged and followed the same way regardless of how it came in.

Do you report on the physicians who refer to us?

Yes. Each referring source gets volume, conversion and trend, so you can see which relationships are growing and which have gone quiet.

Does this replace our EMR referral module?

No. TruVue reads and reports on referral activity across your systems. It is the tracking and accountability layer, not a replacement for the record.

Keep reading

Related functions and reading.

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