Referral Engine: Partners Refer When You Make Them Look Good

A weekly referral system with scripts, a referral guide, and an update loop that drives repeat referrals.

How to use this: pick one section, implement it this week, then track the KPI next week. That’s how improvements stick.

Note: Do not submit PHI through the website. Use de‑identified denial categories or high-level operational info.

The truth about referrals

Partners don’t refer because you asked. They refer because:

their patient gets seen quickly,
they receive updates,
and the experience makes them look competent.

Hack: Offer a single “referral concierge” line/email that replies same day. This alone increases trust dramatically.

Weekly system (60 minutes)

Add 5 partner targets/week.
Do 5 short outreaches/week (email/phone).
Deliver a 1-page referral guide (services + availability + how to refer).
Send partner updates for referred patients (as allowed by policy).

Outreach script (non-cringe)

“Hi [Name], we’re getting a lot of [type] patients and we can usually see them quickly. If you ever need a reliable place for your patients, we’ll make it easy and keep you updated. Can I send our referral guide and availability?”

Then actually follow through with speed and updates. That’s the differentiator.

Implementation checklist (copy/paste)

Choose the KPI you want to move.
Implement one workflow change (SOP + checklist).
QA sample 10 items/day for 5 days.
Publish a 1‑page weekly report: KPI, blockers, next action.

Educational resource only — not legal/medical/billing advice.