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What Marketing Tools are built into ReferralMD?

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  • Track marketing activities in the CRM by marketing representative across assigned referral partners including lead source, lead status, meetings, emails, calls, etc.
  • Report on referral volume per marketing representative across assigned referral partners with a breakdown of volume by referring provider.
  • Research potential referral partners using our Provider Directory which includes over 5 million providers (any provider in the US with an NPI number) and updated monthly based on CMS data.
  • Research referral networks across all 5 million providers using Medicare claims data from CMS – see who is sending referrals to your competitors and if your top referring providers are splitting referrals between your practice and competitors.
  • Copy provider profiles from the Provider Directory to your Contacts list and assign it to a marketing representative to track outreach activity.
  • Service offered to customers to send branded marketing announcements about the referral management solution to your referral network via blast fax.
  • Profiles for your practice and providers have published in our national directory:
    • Organization profiles include your logo and branding, office photos, specialties, and photos of your providers and staff members
    • Provider profiles include the biography, education, specialties, languages, clinical interest, procedures performed, etc.

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