Manage Incoming and Outgoing Referrals
Referral Tracking
Track both incoming and outgoing referrals from professionals or patients. Zavy’s referral system features a dedicated dashboard that provides insights into top referrers, patient lifetime value, and referral patterns, making it easy to manage and monitor referral activity.
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Incoming Referrals
Receive and manage incoming referrals from professionals or patients.✓
Outgoing Referrals
Initiate and manage outgoing referrals to professionals or patients.✓
Referral Report Writing
Write referral reports with ease, including patient information, treatment plans, and referral details.✓
Referral Dashboard
Track referral activity, including referrers, referral revenue, and most referred patients and referrers.✓
Link Referrals to Treatment Plans
Easily link referrals to specific treatment plans to provide a comprehensive view of the patient's care journey.More Features of Referral Tracking
Gain Deeper Insights and Improve Referral Management
Improve referral tracking with dedicated dashboards, automated revenue calculations, and streamlined document handling.
Dedicated Dashboard
Filter and manipulate referral data with custom date ranges to gain meaningful insights.
Lifetime Referral Revenue
Track referral revenue over time to measure the true impact of referrers.
Linked Referral Documents
Create and attach referral documents directly to referrals for better organisation.
Dual-Link Referral Contacts
Manage referral contacts so they appear under both the patient’s and the referrer’s records.
Direct Referral Communication
Send SMS or email communications directly from the app to referrers or referred patients.
Practitioner Referral Assignment
Monitor how incoming referrals are distributed among practitioners for fair workload management.