9 min read
The first 90 days on a referral desk
A working plan for an owner. Week 1, day 30, day 60 and day 90. Not a promise of patient volume.
Week 1, make the book true
Pick the country, the currency and the radius you can staff. Name the services you accept and the cases you decline. Name the person who is allowed to approve a partner. Set the hours on the booking link. Paste the organisations you already know, or walk the demonstration directory only to learn the screens.
Do not enroll anyone yet. An introduction to the wrong office wastes the only thing a planner will give you, which is attention.
Day 30, ten real conversations
Approve a short list and enroll them in one sequence. On this host the messages stay in the sandbox, so a production send still needs an email provider connected. The call step is a task for a person either way. Book the meetings that come back. Record met, no-show or rescheduled.
Share the partner portal with one planner you already know, using a synthetic record if you are still on the demonstration host. Do not type a real patient into this site.
Day 60, close the loop in public
Every referral that arrived should have a status a partner can read: received, contacted, assessed, accepted or declined, service started. Enter the revenue you expect on the ones you accepted. The overview is otherwise a count with a zero next to money, which is honest and useless.
Look at who went quiet. A dormant card is a visit, not a new logo.
Day 90, decide what to keep paying for
You should be able to say which buildings sent work, which meetings happened, and what you typed as revenue. If the book is still a spreadsheet in someone’s head, the software is not being used. If the book is true and the liaison is the bottleneck, that is when the done-for-you add-on is a relevant conversation. It is still a flat fee, still your approval, and still not a quota.
Nothing in this plan is a customer result. CareLoop does not publish other providers’ volumes.