Turn more referrals into booked visits

Reach new patients sooner and follow up with older referrals

Updated September 11, 2026

A referral is a patient another physician has already decided you should see. Yet many never become visits. In a study of more than 100,000 referral scheduling attempts in a primary care network, only 35 percent ended in a documented completed appointment (Journal of General Internal Medicine, 2018). Industry estimates put the overall figure at roughly half. The usual failure is phone tag: the fax arrives, staff call, voicemail answers, and the chart eventually says "unable to reach."

What Samantha does with a referral

Your front desk enters referred patients in Samantha Hub and starts the calls. Samantha calls each one, introduces the practice and referring provider, verifies identity, registers the patient, and books the first visit. Every call lands in the briefing with recording, transcript, and anything that needs a person flagged.

Why a call, and why fast

Referral outreach is often text and email, which patients ignore at rates vendors put at 50 to 70 percent. A phone call from the practice, made the day the referral arrives, converts better. The constraint is staff time: each referral can take 20 to 30 minutes. Samantha works the list quickly, and staff only touch calls that need a human.

Consent

Samantha calls only the patients your staff enter, only when your staff start the batch, and only inside a fixed daytime dialing window. We show you the script before you go live.

Referral outreach is one of the outbound jobs Samantha handles alongside reminders and follow-ups. See what else she does, or read the frequently asked questions.