CA segment
Physio and rehab clinics
Raj in BC and Alberta wants physicians, WCB adjusters and the clubs that already trust the clinic.
Rehab clinics grow when a physician and an adjuster both know the pathway. Put both on the map. Book the introduction. Attribute the episode value your team enters, and stop there.
Who actually refers
Physicians
Post-op and chronic pathways with a human name attached.
WCB and insurer adjusters
They are partners. Log the relationship. Do not email them without a CASL basis.
Sports clubs
A lighter relationship, same pipeline, so it does not live in someone's head.
A playbook for the first month
1. Segment the book
Filter the map by partner type before you plan a visit day.
2. Close status without the chart
The partner sees Received through Service started. The chart stays in your EMR.
3. Price the workspace
CAD list prices are on the pricing page. Nothing per visit.
Can the clinic owner and the liaison see different things?
Yes. Liaison does not get phi.read by default. Owners and managers do, and they still need an authenticator to open the note.