Learn everything about our
Bright Referral features and data.
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01
Referral source categories
Referrals come from all types of sources- doctors, patients, team members, events, community members and more. Now you can categorize your referral sources, get EVERYONE referring to you. and compare referral data across categories. See how it works. >
02
Refer over and over and...
Sometimes going through the patient's phone to refer just isn't the best option. Now, you've got options! Refer from an office device or refer multiple patients from the same device without data confusion. Learn more. >
03
Downloadable QR codes
Sometimes you want the Bright Referral data, but using a Bright card isn't the best method. Now you can download a printable QR code for your live referral sources and take Bright Referral to events, local marketing, and more. Learn more. >
04
Data exports
Every practice has there own process - especially when it comes to leads, follow-up and patients. Users can now export their Bright Referral data so it can be used and added to any other software, process or protocol.
05
Referral records - 3 ways!
We've pushed referral records up a notch. Now you
(and your referral sources) can download a PDF record of every patient referral, along with 4 other ways we provide records, So easy to add it to any practice management system. Learn more >
06
Digital referral cards
Ever hoped to make referring even easier? Now you don't even need a Bright Card. Create a digital referral card, text direct to patients or any referral source, and they can refer right form their phone.
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07
Notes
Every referral is different so we have a variety of ways to share notes - each of them more efficient than pen and paper. Check out the detail here >
08
Data tagging
Data tagging is a fancy sounding way to easily sort and filter information that YOU think is important. Completely customizable, always adaptable - this feature is developed for ease and function.
09
Users
Every practice is different and so are their users. We have 4 user options to fit everyone's needs. There are no user limits and every plan includes all user types.
10
Data & Dashboard tutorials
See the section below for a series of video and written tutorials about each aspect of the dashboard.
