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*New Feature Alert*: Referral Source names now included in email alerts
At Bright Referral, we're always looking for small improvements that make a big difference in your day-to-day workflow. That's why we're excited to announce a simple but powerful enhancement: new referral alert emails now include the name of the Referral Source who sent the patient. Know Exactly Who Sent the Referral When a new referral arrives, your email notification will now clearly identify the practice, provider, or team that referred the patient. Instead of opening Brig
2 min read


*New Feature Alert*: Easily identify unresponsive referrals with our new filter
One of the most common questions specialists ask is: "How many of my referrals actually scheduled an appointment?" Now, Bright Referral makes it even easier to find that answer. We're excited to introduce our new Unresponsive / Not Interested referral filter, designed to help you quickly identify patients who never followed through after receiving their referral. Better Visibility Into Referral Outcomes Not every referral results in an appointment. Patients may decide not to
2 min read


Who Should You Onboard First? A Practical Guide to Growing Your Referral Network with Bright Referral
Who Should You Onboard First? A Practical Guide to Growing Your Referral Network with Bright Referral
4 min read


How To Guide for Greyfinch
Taking advantage of this integration takes just a couple minutes. The instructions are included within your Bright Referral account, and here is a step-by-step visualization of the process. In your Referral Sources, Include the following fields in your contact forms as required fields. Click here to go to your Referral Sources page . First Name Last Name Email Date of Birth Go to your Greyfinch account and click on "settings" within your profile drop down in the top right co
1 min read
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