Physician Referral Tracking & Thank-You
Auto-track referral source, send HIPAA-compliant thank-you to referring physician, provide appointment status updates
StandardHealthcareSaves 3-5 hours/week
What This Automation Does
Auto-track referral source, send HIPAA-compliant thank-you to referring physician, provide appointment status updates. Strengthen networks, encourage repeat referrals.
How It Works
1
Referred Patient Books
referred-by tag or referral field
2
Log Referral Source
Track in referral pipeline
3
Thank-You to Referrer
Thank you for referring — appointment scheduled
4
Visit Notification
Patient was seen on date — notes to follow
5
Monthly Report
Total referrals, conversion rate, top referrers
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$649/mo
Medical (HIPAA Compliant) plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
- HIPAA compliance, BAA & encrypted data handling
One-Time Setup Fee
$350
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
Schedule a Free Consultation
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
HIPAA
HIPAA compliant