New Referral Management Analytics Refresh

Big news: Analytics just got a major upgrade!

We’ve rolled out a refreshed Analytics experience for Referral Management. With a cleaner interface and richer data, you’ll gain sharper insights into how referrals are flowing through your practice.

This first release is live now for admins, with role-based access coming soon so you’ll be able to share analytics with your broader team.

What’s New:

  • Performance at a Glance
    See your most important referral metrics in seconds with a streamlined, easy-to-read dashboard.
  • Powerful New Report Builder
    Go deeper into your referral data. Build and download custom reports by referral type and status to uncover what’s working and where bottlenecks are slowing you down.

Coming Soon

This is just the beginning. We’re expanding analytics across our platform, so you’ll have even greater visibility into performance and outcomes.

Stay tuned, your data is about to turn into clear actions that help your team schedule more patients and accelerate revenue growth.

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