Markasa Health Referral Workflow Review

Turn Referral Gaps Into Action.

Expert-reviewed. Fully online. No PHI. No sales call required. Delivered within one business day.

A one-time written operational assessment for independent women’s-health practices

A referral that stalls is a visit that never gets scheduled and a slot that goes unfilled.

Find where your referral process is losing time, follow-through, and operational visibility—and receive a prioritized plan to correct it.

The Referral Workflow Review examines how incoming and outgoing referrals are received, assigned, scheduled, followed, and tracked through completion. Using information provided by your practice, Markasa Health identifies workflow gaps, operational risks, unclear ownership, and opportunities to improve referral follow-through.

Your practice receives a customized, human-reviewed report containing evidence-linked findings, priority levels, documented strengths, actionable recommendations, and a practical 30-day improvement plan.

Starting at $1,500 — pricing is based on the number of practice locations included. See full pricing below.

Every report is individually reviewed and approved by Markasa Health before delivery.

What the Referral Workflow Review is for

You already suspect referrals are slipping. This is for finding out where.

Dr. Ellis says she’s been sending us patients. Are we getting them?
Why are there holes in the schedule when we have a waiting list?
The front desk says they’re drowning — is that staffing, or is it the process?
We added two people and it didn’t get better. So what’s actually broken?
A referring office stopped sending. Does anyone know why?
If I ask where a specific referral is right now, can anyone tell me?

The review answers these in writing, with the evidence behind each finding, within one business day.

Referral gaps don’t look like lost revenue. They look like a busy front desk.

A referral sitting unassigned for four days is a visit that may never get scheduled. An authorization nobody chased is a denial ninety days from now. A patient who never got a call back is a patient who booked somewhere else.

None of it shows up as a line item. It shows up months later as aged receivables, soft schedules, and the sense that the practice is working harder than the numbers reflect.

The Referral Workflow Review finds where those breaks happen and flags the ones carrying revenue exposure separately — with the evidence behind each finding and who owns the fix.

Why Independent Practices May Face Greater Workflow Risk

Larger healthcare organizations may have dedicated referral departments, centralized scheduling teams, revenue-cycle departments, formal escalation procedures, integrated reporting systems, dedicated operational leadership, and staff assigned to narrowly defined responsibilities.

Independent practices often rely on smaller teams whose responsibilities overlap across incoming referrals, patient calls, scheduling, missing-document follow-up, insurance-verification follow-up, front-desk duties, provider communication, and billing-related handoffs. Information may move between fax inboxes, email, spreadsheets, EHR systems, paper notes, and verbal communication.

The Referral Workflow Review is not a general business consultation. It is designed around the referral, scheduling, staff-handoff, insurance-verification follow-up, and completion-tracking realities of independent women's-health practices. The review identifies workflow gaps that may contribute to delayed patient contact, scheduling delays, duplicated work, billing complications, unfilled appointment opportunities, and potential revenue-risk conditions, then provides practical recommendations intended to strengthen operational control and support improvement.

What the review does about it

Markasa Health evaluates how your practice currently manages referrals, patient contact, scheduling, missing information, staff handoffs, insurance-verification follow-up, and completion tracking.

Through a structured, non-PHI questionnaire and written communication, your practice receives a customized review showing where workflow gaps may exist and how they may be addressed.

Looking for a women's-health practice consultant to evaluate your referral process? Markasa Health provides a fixed-price Written Referral Workflow Review that delivers an independent administrative assessment, supported findings, practical recommendations, staff-role guidance, and a customized 30-day implementation plan—without meetings or a lengthy consulting engagement.

Review the service and begin below. No sales call or consultation is required.

Operational Revenue Risk Findings

As part of the Referral Workflow Review, Markasa Health identifies potential operational revenue-risk areas that may be connected to referral leakage, unfilled appointments, delayed patient contact, duplicated administrative work, unresolved insurance-verification follow-up, scheduling delays, billing complications, or limited workflow visibility.

This is an operational workflow assessment. It is not a billing audit, claims review, coding review, denial-management service, payer-contract review, or insurance-verification service.

Markasa Health was founded by a healthcare professional with more than 16 years of clinical and operational experience across hospitals, outpatient settings, and independent practices.

Sample Report

Preview selected pages from a professionally prepared sample report created entirely with fictitious practice information for demonstration purposes.

Sample Referral Workflow Review cover page with the Markasa Health monogram, practice name, review ID, and date prepared — A clean, branded front page for every review — no boilerplate, no filler.

Sample report legend page explaining finding, strength, and recommendation labels and the three priority levels — A short legend up front shows exactly how findings, strengths, and recommendations are labeled — so nothing in the report reads as a vague claim.

Sample finding card F-01 showing current condition, evidence references, likely cause, operational effect, and supporting evidence — Every finding cites the exact evidence it's based on, with a priority level so the practice knows what to tackle first.

Sample Operational Revenue Risk finding ORR-01 showing supporting findings, operational effect, existing control, and measurement method — Findings translate directly into what's at stake operationally and financially — not just a list of process complaints.

Sample recommendation R1 showing recommended control, rationale, implementation steps, responsible roles, and completion measures — Recommendations tie directly back to the findings above them — what to do, who owns it, and how to know it worked.

Sample 30-day implementation plan page showing weekly focus areas, named owners, and specific actions — A week-by-week action plan the practice can start executing immediately, with named owners for every task.

Pricing

1 Location

$1,500

Start Workflow Review

2–3 Locations

$2,500

Start Workflow Review

4–6 Locations

$3,500

Start Workflow Review

7+ Locations

Custom scope and pricing

Contact workflow@markasahealth.com for custom pricing.

Not ready yet?

Take the Referral Leak Checklist — 12 places referrals stall inside an independent practice, and how to check each one in your office this week.

Takes a few minutes. No contact information required to see your results.

Start the checklist

Each Referral Workflow Review is customized to the practice's number of locations, workflow complexity, and completed questionnaire responses. Report structure and length vary based on the findings and level of analysis required.

Our commitment

If your review doesn't identify at least three specific, actionable gaps in your referral process, you get a full refund. We don't guarantee revenue outcomes — no honest assessment can promise that. We do guarantee you'll receive findings you can act on.

What the Practice Receives

Structured non-PHI workflow questionnaire
Customized current-state workflow summary
Customized referral-workflow map
Identification of workflow gaps and operational risks
Staff-responsibility and handoff recommendations
Referral-follow-up recommendations
Scheduling-workflow recommendations
Insurance-verification follow-up workflow review
Suggested workflow-status categories
Operational Revenue Risk findings — the gaps most likely to surface later as denials, aged AR, or unbilled visits.
Customized 30-day implementation plan
One-page management summary
One round of written follow-up support
Delivered within one business day after receipt of the completed questionnaire and any required clarification

Report structure and length vary based on the number of locations included, the findings identified, and the level of analysis required.

Service Format

The service is completed through a structured online questionnaire and written communication.
No lengthy consultation meeting is required.
Markasa Health does not need access to patient records.
Practices must provide general operational information only.
Clients can save questionnaire progress and return securely.
No files, images, screenshots, or documents may be uploaded.
One round of written follow-up is included.
Follow-up questions must be submitted within seven calendar days after the report is delivered.

Service Scope

Each purchase covers one practice organization at the location tier selected at checkout — 1 location, 2–3 locations, or 4–6 locations. If the number of locations reported in the questionnaire falls outside the purchased tier, Markasa Health will contact the practice directly to resolve the difference before completing the review.

Frequently asked questions

What if we don't track everything you're asking about?: That's useful information, not a problem. Gaps in what a practice can see are frequently the finding itself.
How is this different from hiring a consultant?: A consultant embeds for weeks and bills hourly. This is fixed-price, fixed-scope, delivered in writing within one business day, with a 30-day plan your own staff implements.
Do you need access to our EHR or patient records?: No. Operational information only. No PHI, no system access, no IT involvement, no BAA required — because there's nothing to protect.
Who fills out the questionnaire?: Usually the practice administrator or whoever oversees front desk and scheduling. It can be split across staff.
What happens after we send the report?: One round of written follow-up is included. Read the report, send your questions, get answers in writing.
How quickly will we see change?: The 30-day plan is sequenced week by week with named owners so your team knows what to do first. Pace depends on your staffing and how consistently the plan is worked.