PhysioClient · Referral Management

Track referrals. Close the loop.

PhysioClient tracks inbound and outbound referrals with referring physician details, referral reason, authorization status, and correspondence history. Close the referral loop with progress reports sent back to referring providers.

Inbound referralsOutbound referralsPhysician correspondenceAuthorization trackingProgress reportsReferral source analytics
Referral management dashboard showing inbound referrals, authorization status, and physician correspondence

Referral workflow

From referral received to report sent back.

Inbound tracking

Log referring physician, referral date, reason, diagnosis, and any authorization details. Linked to the client record from intake.

Outbound referrals

Refer clients to specialists, imaging, or other providers. Track referral status and follow-up.

Physician correspondence

Generate and send progress updates to referring physicians. Professional formatting with relevant clinical data included.

Authorization management

Track insurer or physician authorizations: approved visits, dates, and renewal requirements.

Referral source reporting

See which physicians and sources refer the most clients. Understand your referral network and nurture key relationships.

Integrated with records

Referral information lives on the client record. No separate system to maintain.

Referral relationships are built on follow-through.

See how PhysioClient manages the full referral lifecycle \— from intake to progress report.