Seattle Reproductive Medicine Improves Referral Tracking

About Seattle Reproductive Medicine

Personal connections are inherent in everything at SRM. From the first moment of your first visit, they strive to ensure that every interaction with their dedicated team is one of hope, trust, and positivity.  SRM is honored to join its patients on their path to parenthood. Their experienced team of physicians, nurses, laboratory technicians, and support staff are dedicated to creating the best possible experience on a journey to parenthood. Each member of their team takes great pride in being part of such a transformative event in their patients’ lives and is committed to supporting through both the challenges and the successes. They collaborate regularly to provide valuable insight and varied perspectives into each patient’s case—resulting in the best possible care.


Increased physician referrals processed per quarter
Increased patient inquiries processed per quarter
Decreased time to reach out to patients


Why did SRM Decide to Make a Change?

SRM was looking to transition away from Salesforce and find a system to better help them track their physician outreach efforts as well as their patient inbound referrals.


ReferralMD has helped SRM achieve both objectives as well as correlate the physician outreach with how many patient referrals they received from each physician. 



What features of ReferralMD does SRM use?

  • With the implementation of ReferralMD’s provider referral portal and patient request appointment SRM now has multiple avenues for their practice to receive referrals.
  • By utilizing ReferralMD’s custom workflow statuses, the SRM team has been able to stay on top of every step of the referral management and patient care process.
  • In addition, the SRM marketing team implemented ReferralMD’s CRM Tools into their workflows to better help them discover, track and report on referring provider leads.


How was the implementation process?

ReferralMD was able to load SRM’s legacy data from Salesforce. Currently, SRM is utilizing RMD as a standalone solution as we work through the integration with their EHR, Mellowood.


“We have had a great experience with the ReferralMD team, from implementation to training and ongoing support. ReferralMD has streamlined the way we process our patient inquires and provider referrals.”
Sarah T. Physician Liaison & Educator

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