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Sales & Referrals

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

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What it is

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. Talks: every invitation for a doctor to speak at a school, a residents’ association or a company, from invited to held, with a short code for the enquiry form link; enquiries that arrive carrying it are counted against the talk, with how many booked — the volume, never which attendee.

Who uses it: Built for: Every specialty
Reads: Referrers, referrals, billing summaries, enquiries by code
Writes: Field contacts, day plans, visit check-ins, visit photos, talks
Never: It does not pay per referral or score doctors for money — relationships are tracked, never traded.
Access: Only people whose role includes it — the clinic owner decides who
Your data: PHI-lite. Hosted in Boston, United States. On uninstall: Plans and check-ins stop. Visit history stays queryable so referral attribution answered last quarter still adds up.

How it works

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.
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.
Tap I’m here, then check outOn 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. Check out with Met, 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.
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.
Log a doctor’s talksOn Talks, log each invitation with the speaker, the venue and the date; the talk gets a code. Put the code in your enquiry form link on the slide or a QR; enquiries carrying it are counted against the talk, with how many booked. Confirm it, then mark it held with how many came.

Rules it keeps

What it does not do, by design. A listing with only benefits is an advertisement.

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.

AI in Sales & Referrals

AskQuestions about what is on screen — “What needs attention in Sales & Referrals today?” — answered with the records it read.

DraftSummaries and notes for the team, marked as drafts until a person signs.

Every answer shows its sources. Nothing AI writes is saved until a person accepts it.

See it on screen

Sales & Referrals — Sales & Referrals — Track field visits to referring doctors and the revenue they bring — 01Sales & Referrals — Track field visits to referring doctors and the revenue they bringCaptured from the running demo clinic

01Sales & Referrals — Track field visits to referring doctors and the revenue they bringCaptured from the running demo clinic

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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 · 4

BillDesk LeadDesk ReferralNet StoreStock

Hands to · 1

Insights

See the whole clinic →

Questions clinics ask

What does Sales & Referrals do?

Your field team’s visits to referring doctors — day plans, honest check-ins, and what each referrer brings back. 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. Talks: every invitation for a doctor to speak at a school, a residents’ association or a company, from invited to held, with a short code for the enquiry form link; enquiries that arrive carrying it are counted against the talk, with how many booked — the volume, never which attendee.

What data does Sales & Referrals read and write?

Sales & Referrals reads referrers, referrals, billing summaries, enquiries by code and writes field contacts, day plans, visit check-ins, visit photos, talks. 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.

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.

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