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What about Referral Records?

Tomer Johns

We love this question! With paper referrals, records are inefficient and incomplete. Bright Referral changes that.


Records for those RECEIVING the referral

With paper or word of mouth, those receiving the referral are left to collect referral records anecdotally. They just hope the front desk is asking and getting accurate information. With Bright Referral, you know about every single referral, every time. Within the Bright Referral account, you see every card tap, always. And when a referral shares their contact information, you receive an email alert letting you know that its time to reach out to someone. That email looks like this:



Records for the PATIENT

With paper, patients are forced to keep track of that slip of paper and then they (hopefully) hand it to the new doctor and then lose any record of the referral at all. With Bright Referral, they get an automated email once they are referred and share their contact information. That email tells them who they were referred to, gives them the website for the new practice, and a link back to all the referral information. Here's what it looks like.



Records for those GIVING the referral

With paper or word of mouth, most people giving referrals either don't keep records, manually type in the referral details into their PMS, or take a picture of the referral slip, upload it to the cloud, download it to their computer, and then upload it to their PMS.... yikes! That is so inefficient and NOT HIPAA compliant.


With Bright Referral, they will receive an automated thank you email with a record of their referral. It looks like this.


If an office would like a more significant record of each referral, they can be granted "referral source specific" access to the Bright Referral account so they can see only the patients that they send your way. Check out what that looks like below. Here are specific details about how that works.


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