Referral Lifecycle Checklist

Key Steps to Maximizing the Value of Your Referrals

Referrals are one of the most valuable sources of revenue for any practice, as each referral is worth $1000 dollars on average. Throughout the referral process it is critical to sell potential patients on the value of your care and practice.

Download our free referral checklist to develop action items to convert, retain, and follow-up with referred patients in order to create a satisfying patient experience and develop referral best practices for the future.

Develop your:

  • Conversion practices
  • Retention practices
  • Follow-up practices

download the checklist

Increase Revenue


Decrease Administrative Costs


Minimize Time to Collect up to


Clients speak louder than words

My decision to come to Clinicient was one of the best decisions I made for the business in the last decade. One of my regrets is that I didn’t find them earlier.

Jessica McMurdie OT, Owner
Stepping Stones Occupational Therapy, WA