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Resources and support for
Team/Staff as Referral Sources
WHY CARE ABOUT USING YOUR TEAM/STAFF AS A REFERRAL SOURCE?
Because just like patients, the prouder they are to refer their friends and family to you, the better it is for your practice.
Employee referrals means you have:
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A great reputation - for patients AND future team members
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​Created a work environment people want to show off
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Treatment and results everyone is proud of
HOW TO IMPLEMENT:
1. Decide how you want to see the data
Each team member can be it's own referral source.
Or a group of staff can use the same referral source and work toward a defined goal


2. Will you be providing team members with physical Bright Cards or digital referral cards?
You can purchase Bright Cards at any time. Buy now. >
Digital referral cards are availbale within the SCALE subscription plan, or as a paid add-on to any other subscription plan. Learn more about digital referral cards here. >


3. Plan to train your team and offer an incentive.
Make sure your staff knows how to refer with Bright Referral and what goal they are working toward.
Incentivizing referrals is always a great option. Here are some ideas and you can find more here. >
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Prize drawings
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Swag give aways
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Gift cards
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Donations to cause of their choice
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Extra hours of PTO
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Choice of team meal
TRACK SUCCESS
1. Set a goal.
2. Monitor progress.
3. Redefine the goal.
Tracking team referrals is brand new.
It's hard to know what is right for YOUR practice.
So the first step is to set a goal or benchmark.
Once you have a baseline, we can work together to push for more strategic and hard-working goals.

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