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
Install with your practiceHow pricing works →

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.

How you actually use it

  1. Add the doors your team knocks onOn Sales & Referrals under Contacts, add a chemist, corporate, hospital desk or other with a name, phone and address, or pick a referring doctor from the referrer register — the list points at it rather than keeping a copy. Pin here records where a contact is from your current location.
  2. Plan tomorrow, and have it approvedOn Field Day under Tomorrow’s plan, add each stop with its contact, purpose and when, then Save draft or Save & submit. A submitted plan waits under Today on Sales & Referrals, where the service refuses an agent approving their own.
  3. Tap I’m hereOn each stop, or on an ad-hoc visit against any contact. Location is read only when the button is tapped and is shown straight back; a phone that cannot or will not say where it is still checks in, with that fact recorded in words.
  4. Check outMet, Not available or Follow up, a line on how it went, materials handed over, a next action date and an optional photo. Only your own open visit can be closed.
  5. Read the boardToday shows each agent’s check-ins with the basis of every distance flag; This month counts visits, met, unique contacts and flagged per agent; Payoff sets each referring doctor’s visits against referrals and attributed revenue over the last ninety days, with the basis of the attribution printed under the table.
See it on screen
Live product
01Sales & Referrals — Track field visits to referring doctors and the revenue they bringCaptured from the running demo clinic
Sales & Referrals — Sales & Referrals — Track field visits to referring doctors and the revenue they bring
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Connected to

Read out of the code, not the brochure: each app below is here because one service queries the other’s tables. Install either side and the hand-over is already wired.

Reads from · 2
Hands to · 1
See the whole clinic →

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.

Every app page carries this section. A listing with only benefits is an advertisement.

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.

Ask about Sales & Referrals

Want to see Sales & Referrals running on your own patients?

Tell us what you run and we will show you this app inside a practice shaped like yours — or answer the question the page above did not.

We use your name, phone number and clinic name for one thing: to answer this enquiry about MedAppz. It is stored on our own server, in the single region our trust centre names, and it is not sold or passed to anyone else.

Email us

You can withdraw either at any time: write to hello@medappz.com, or tell whoever calls you, and we will delete what you gave us.

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