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Sales & Referrals

● live in clinics

Your field team’s visits to referring doctors — day plans, honest check-ins, and what each referrer brings back.

In plain words: Track field visits to referring doctors and the revenue they bring.

Business · PHI-lite · Every specialty

What Sales & Referrals does

The sales referral tracker for clinics that grow on relationships. Your field executive plans the day’s visits to referring doctors, labs and partners; a manager approves the plan; and each visit checks in from the spot — with location and a photo where it happened, or a written reason where it didn’t. Nothing is ever blocked for a missing GPS fix; it is simply recorded honestly. The board then answers the owner’s real question: which referrers are active, who was visited when, and how much referral revenue each relationship actually brought in — worked out from the referral book and the bills, with the basis stated.

What it reads

referrersreferralsbilling summaries

What it writes

field contactsday plansvisit check-insvisit photos
Same patient record as every other app — nothing is copied into a silo. Data class: PHI-lite.

What it does not do

It does not pay per referral or score doctors for money — relationships are tracked, never traded. It never keeps a second copy of a referrer: the referral book stays the single source.

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Questions clinics ask

What data does Sales & Referrals read and write?

Sales & Referrals reads referrers, referrals, billing summaries and writes field contacts, day plans, visit check-ins, visit photos. Its data class is PHI-lite. Every app works on the same patient record — nothing is copied into a silo.

What does Sales & Referrals deliberately not do?

It does not pay per referral or score doctors for money — relationships are tracked, never traded. It never keeps a second copy of a referrer: the referral book stays the single source.

What happens to our data if we uninstall Sales & Referrals?

Plans and check-ins stop. Visit history stays queryable so referral attribution answered last quarter still adds up.

Is Sales & Referrals available today?

Yes — Sales & Referrals is live in clinics today. Set up your practice on MedAppz and install it from your dashboard.

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