The Referral Leak Checklist
12 places referrals stall inside an independent practice—and how to check each one in your office this week.
Referrals do not always disappear because patients lose interest. They can stall when a referral is received but not consistently recorded, assigned, scheduled, followed up, or confirmed as complete.
Answer these 12 questions based on how your practice currently handles referrals. This is a practice-level operational self-check.
Do not enter patient names, patient details, or protected health information.
Question 1 of 12
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