Turn Patient Referrals Into Predictable Growth
Track referral activity with CareAxis from first mention to booked visit-so you can reward advocates, improve follow-through, and scale what works.
Turn Word-of-Mouth Into Measurable Growth
Capture referral sources automatically, track referral outcomes, and stay organized from first mention to booked visit-so your clinic doesn't lose referrals in the shuffle.
Referral Capture
Stop relying on memory or notes. Track referral sources consistently so every new patient can be tied back to the right person or partner.
- Capture "referred by" during booking, forms, or staff entry
- Support patient, provider, partner, and campaign sources
- Consistent attribution across the team
Referral Pipelines
See where referrals stand and what's next. Track each referral from first entry to scheduled visit and completion so nothing stalls unnoticed.
- Referral statuses from "new" to "scheduled" to "completed"
- Ownership and next-step tracking
- Fewer lost referrals and missed follow-ups
Referral Engagement
Encourage more of what works. Use simple prompts and follow-ups to increase referral volume and improve conversion from referral to appointment.
- Automated thank-you and referral prompts
- Easy share links or referral messages
- More referrals without awkward manual requests
Referral Analytics
Know which sources drive real outcomes. Measure referral volume, conversion, and value so you can invest in the channels that perform best.
- Top referrers and top partner sources
- Referral-to-booking conversion rates
- Trends by location, provider, and time period
Track Referrals in 3 Steps
Stop losing track of who's driving growth. Referral Tracking helps you capture sources consistently, follow outcomes end-to-end, and improve your referral engine over time.
Capture referral sources
Record "referred by" at intake, booking, or during staff entry-so every referral is attributed correctly.
Track progress and follow-through
Move referrals through clear stages and assign next steps-so referred patients don't get stuck or forgotten.
Measure what drives growth
View referral performance by source and outcome-so you can double down on the referrers and partners that deliver results.
FREQUENTLY ASKED QUESTIONS