Provider Referral System in One Account
Manage provider referrals alongside your documents, SOPs and records with the referral system inside Provider Back Office.
Referrals are easy to lose track of when they live in email threads and paper forms. Provider Back Office includes a referral system that keeps your provider referrals organized in the same account as the rest of your operations.
You can manage incoming and outgoing referrals next to your documents, SOPs and inventory. Keeping referrals in one trackable place removes the back-and-forth and reduces the risk of missed follow-ups.
Because the referral system shares your back office account, referral activity connects naturally to the records and workflows around it. There is no separate tool to log into or reconcile.
Provider Back Office offers the referral system for free, helping providers keep referral activity organized without adding another subscription.
Questions about provider referral system in one account
How does the referral system work?+
Provider Back Office lets you manage incoming and outgoing provider referrals in the same account as your other records. This keeps referral activity organized and trackable.
Does the referral system cost extra?+
No, the referral system is part of the free Provider Back Office account. There is no additional charge.
Can I see referrals alongside other records?+
Yes, referrals live next to your documents, SOPs and inventory so everything stays connected in one place.