Patient Referral Tracking

Our Referral Tracking module is tailored to meet the needs of healthcare provider organizations. It offers customizable features for tracking inbound and outbound referrals. Gain valuable insights into your referral relationships, identify potential leakage, and ensure regulatory compliance.

Enhance Provider Relationships and Patient Care While Ensuring Compliance

Track referral data, get reminders to follow up and close the loop, and receive leakage warnings,  Access comprehensive reports to ensure patient communication compliance, timely care, and improved health outcomes.

Provider Relationship Management

Efficiently monitor inbound patient referrals and nurture stronger relationships by tracking each referral to the organization and/or provider’s CRM record, ensuring smoother coordination, preventing relationship loss, and providing better patient health outcomes.

Tracking when a patient is sent to outside providers for services like labs, imaging, or hospitalization is critical to FTCA compliance and patient care. Proper tracking involves thorough documentation, effective communication with external providers, diligent follow-up, and integration of received information into the patient record for timely patient dissemination and care planning.

Monitor and manage referrals with outside providers through status tracking, comprehensive communication and visit activity logs, and task management to ensure timely issue resolution and efficient care delivery. 

Provide clarity on the relationships built and identify service trends by quickly and easily producing robust reports and visual dashboards with detailed, real-time analytics that can be scheduled and shared throughout your organization or presented to a provider during a visit or meeting.

Benefits of Referral Tracking Software

Strengthen Provider Relationships

Gain insights into referral patterns and address potential issues before they escalate.

Improved Continuity
of Care

Identify and address bottlenecks in the referral process for continuous improvement in patient care.

Enhance Compliance

Reduce the risk of legal issues and improve audit readiness.

Catch Issues
Early

Leverage detailed analytics to detect referral leakage and service issues for improvement.

Compliatric's Integrated Referral Tracking Modules

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Vendor Management

Track all external provider relationships in one centralized CRM.

Visit Managment

Ensure all regulatory requirements or accreditation standards
are met

Task Management

Monitor tasks securely and share with other members of the organization

Reports and Dashboards

Standard and custom reports that support compliance and operational management.

 

Frequently Asked Questions

What Is Referral Tracking

Patient referral tracking includes tracking referrals from one provider to another.  Referrals can be inbound to track referral loyalty and relationship health, or outbound referrals, when a patient needs a service one organization doesn’t provide, including specialists, hospitals, and diagnostic services. Outbound referral tracking have the added dimension of ensuring that patients receive the referred care and that their medical records are updated with the results so that communication and care plans can be modified as needed. 

Yes, our software includes volume drop warning notifications, alerting you to any significant changes or potential issues in your referral patterns, allowing you to address them proactively.

The Referrals Tracking module ensures FTCA compliance by meticulously tracking outbound referrals, automating follow-up reminders, maintaining comprehensive documentation and communication logs, and ensuring the loop is closed by documenting patient communication. This reduces the risk of legal issues and improves audit readiness.

Our unparalleled reporting tools provide robust analytical capabilities, offering real-time insights, detailed reports, and visual analytics to help you optimize referral processes and improve decision-making.

Let Us Help You Build Better Provider Relationships!

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“If I had to use a spreadsheet to manage a new investigation, I could spend a whole day just notating the initial information. Then I’d spend about ten days in the course of a month copying and formatting the rest of the data into a document and attaching all of my supporting information. I can do all of that in an hour with Compliatric.”

Jennifer Theriot
Medical Compliance Officer, ASTHS
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Having Compliatric as a compliance portal has streamlined our Compliance Department at CareSTL Health tremendously. Compliatric has been a great asset to CareSTL Health and their platform is highly recommended.

Renée Jones, MHA, MBA
Chief Compliance Officer, CareSTL Health
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Compliatric has helped our organization recognize significant efficiencies in how we organize, track and report our compliance activities.  The customer support has been amazing in timeliness and quality of response and the continual development allows us to expand the scope beyond what we imagined when we first signed on.

Darrell Contreras, Esq
Compliance Officer, Millenium Health
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Everything we do in Compliatric is essential for running a primary care facility and maintaining compliance. It enables us to be organized and efficient, which impacts our performance and bottom line."

Clarissa Clinkscales
COO, Foothills CHC
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“Compliatric is a foundational piece of providing high-quality, dignified care to our health center patients, who deserve the same level of care as
anybody else. For us to do that in a safe, compliant matter is what we're all about.”
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Elena Freydin, DNP
Chief Compliance Officer, Lynn Community Health Center
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After our last site visit, I desired a better way to keep everything incrementally and accurately organized and up-to-date for our next site visit. This is when I learned about Compliatric, a web-based program that does all I wanted and so much more.

Edgar Chavez, MD
CEO, Universal Community Health Center
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“The real value of Compliatric is going forward. Now we will use the system faithfully for all our compliance activities, and we will be ready for our next site visit. We will be in a state of continual compliance.”

Dr. Kemi Alli
Former CEO, Millenium Health
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