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Salesforce Referral Management Solutions

Optimize the referral process, improve patient matching, and increase revenue.

Managing referrals can be challenging.

Because of lack of accessible information on in-network and out-of-network physicians, inefficient scheduling, and lack of oversight for referrals, hospitals and other providers can lose hundreds of millions — even billions — of dollars each year. 

Healthcare providers need more than a quick fix to recoup lost income— they need a new, reliable referral management solution. That’s where Silverline can help.

Why Every Provider Should Have a Referral Management Solution

Silverline leverages Salesforce Health Cloud to create referral management solutions that help providers:

  • Maximize in-network referrals
  • Reduce patient leakage
  • Increase revenue associated with successful referrals
  • Streamline appointment scheduling process and improve the patient experience
  • Gain analytics and reporting to further improve referral processes
Female doctor typing on computer

Getting Started with a Referral Management Solution

Provider Directory and Patient-Physician Match

The first step to improving referral management is creating a robust provider directory, with profiles for all physicians and facilities. Silverline will help you build this, with profiles that include:

  • Physician certifications
  • Specialties
  • Associated facilities
  • Locations and addresses
  • Accepted insurance options
  • Estimated cost
  • Availability for new patients

This allows users to easily filter for these factors during a provider search and make an appropriate patient-provider match. The more information you provide, the easier it will be for patients to know whether or not a doctor is right for them. 

Group of medical practitioners analyzing x-rays on a digital tablet in a hospital

Schedule Appointments Quickly

Once provider and facility profiles are set up, we’ll help you add calendar openings for each physician (manually or through integrations with your EHR/practice management software) to streamline the appointment scheduling process. This can be physician-initiated, with the PCP making the referral, or patient-initiated through the provider’s website or patient community.

Active Referral Management

Rather than hope that a referral goes through, active referral management gives your team oversight into the referral process.

View our Salesforce referral management solution in action.
Watch Now 10:19

Learn more about how Silverline can help you optimize your referral management process.

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