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Salesforce Referral Management Solutions

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

Managing referrals can be challenging. With poor information and oversight, hospitals lose millions.

Providers need a reliable referral management solution — that’s where Mphasis Silverline comes in.

Why every provider should have a referral management solution

We leverage 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

  • Gain analytics and reporting to further improve referral processes

  • Improve the patient experience

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. This allows users to easily filter 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.

    Mphasis 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
  • 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.

    Learn more

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

  • Real-Time Referrals

    Whether provider- or patient-driven, the process of gathering required documents, assigning the case to a referral coordinator, and matching the patient to the right specialist or facility can happen in real time.

  • Visualize Bookings

    Referral coordinators can follow up on and actively work referrals until an appointment is set or the referral is cancelled, rather than play the waiting game.

  • Track Performance

    View referral dashboards showing referrals by status, specialty, out-of-network vs. in-network, and more, allowing for identification of service gaps and continuous improvement.

View our Salesforce referral management solution in action.

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