Referral tracking and management

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

1. 1

   Trigger

   New referral patient scheduled

   A new patient appointment is created in the practice management system with a referring provider or source identified. The system captures referral source details and patient information.

   DentrixEaglesoftOpen Dental
2. 2

   Action

   Log referral in tracking system

   Patient and referral details are automatically logged into the referral management database. The system creates a new referral record with timestamp, referring provider, and patient demographics.

   Curve DentalRevenueWell
3. 3

   Action

   Send confirmation to referring provider

   An automated thank-you message is sent to the referring provider confirming receipt of the referral. The message includes patient name and scheduled appointment date.

   WeaveRevenueWell
4. 4

   Decision

   Check appointment completion status

   After the scheduled appointment date, the system checks whether the patient attended their appointment. This determines the next communication pathway.

   DentrixEaglesoftOpen Dental
5. 5

   Action

   Send outcome update message

   Based on appointment completion, an automated update is sent to the referring provider. Successful visits include treatment summary, while missed appointments trigger different messaging.

   WeaveRevenueWell
6. 6

   Action

   Update referral analytics dashboard

   Referral outcome data is compiled and referral source performance metrics are updated. The system calculates conversion rates and tracks referring provider productivity.

   RevenueWellCurve Dental
7. 7

   Output

   Generate referral performance report

   A comprehensive report is created showing referral source effectiveness, conversion rates, and recommended follow-up actions. Monthly summary reports are automatically distributed to practice management.

   RevenueWellCurve Dental

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