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          Track and Analyze Referrals with the Referral Management App

          Track and Analyze Referrals with the Referral Management App

          Prioritize referral requests, analyze incoming and outgoing referrals, and assess your team’s capacity to process referrals all from one convenient app.

          Required Editions

          Available in: Lightning Experience

          Available in: Enterprise and Unlimited Editions with Health Cloud

          • Dashboard: Referral Insights
            Zero in on the most critical referrals of the day and prioritize care coordination tasks for them.
          • Dashboard: Top Referrals
            Get complete visibility into the referral pipeline and compare incoming and outgoing referrals. Slice the data across dimensions like specialty and service type.
          • Dashboard: Referrals Performance
            Analyze the efficiency of your referral processes. Understand the amount of time it takes your team to convert referrals to patients, and assess whether you have enough resources to manage incoming and outgoing referrals.
           
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          Salesforce Help | Article