Skip to content
Start free

See who you refer to and who refers to you

The Relationships page shows which practices refer to you and which you refer to: how many referrals, how many were booked, and which practices have gone quiet.

On this page
Browse categories

What Relationships shows

In the sidebar, open Relationships. Received lists the practices that refer to you, and Sent the practices you refer to.

  • Practices and Providers switch between one row per practice and one row per provider.
  • The period menu offers Last 30 days, Last 90 days, This year and All time. The page opens on This year.
  • Search practices narrows the list to the names you type.

If you can change your own referral visibility, All referrals and My referrals switch between your whole practice and the referrals that involve you. If you can see only your own referrals, the page says Your referrals only instead. See Inbox visibility: who on your team sees what.

The Relationships page on its Received tab, with Practices, All referrals and This year selected and a Search practices box. The Gone quiet tray lists one practice, Birchmont Pediatric Dentistry, which usually sends a referral every 12 days and reads None for 32 days. Below it, Referring practices counts 71 referrals this year, with Thank-you list and the Table and Map switch at the right, above a table of practices with a bar for each of the last 12 months, Referrals, Booked with you, Not booked yet and Last referral. Birchmont's last referral reads Gone quiet, and others read usually every 11 days or usually every 16 days.
The `Received` tab for this year, with one practice gone quiet.

Find who went quiet

On Received, Gone quiet lists the practices that used to refer to you regularly and have stopped. Each row shows how often the practice usually sends and how long it has been since its last referral, such as None for 32 days.

A practice shows here once it goes twice its usual gap without sending you a referral, and leaves when it sends again. The Monday email to Owners and Admins lists the same practices.

Select a practice to see its referrals. The arrow at the right of the Gone quiet header hides the list until you open it again.

Check a number

Each row counts the referrals in the period you picked, archived ones included.

  • Referrals: every referral from that practice, or to it on Sent.
  • Booked with you: the ones your practice booked. On Sent, this column is Booked.
  • Not booked yet: the ones still waiting for a booking. A referral booked somewhere else, archived or withdrawn without a booking, or left untouched for over two months counts in neither column.
  • Last referral: the date of the latest one. On Received, the date can carry the practice's usual pace, such as usually every 11 days, or Gone quiet.

To see the referrals behind a number, select the row. A panel opens with the providers and the referrals in the period, newest first, each with its status. Older ones load from the button at the bottom. Each referral opens on its own page. If a colleague's referral does not open, the panel names the setting to change.

The side panel open over the Relationships table for Birchmont Pediatric Dentistry, with 1 provider and a View profile link. Its first line reads Gone quiet: the practice usually sends a referral every 12 days, but none for 32 days. Providers lists its one provider with 22 referrals, and Referrals this year lists the 22 referrals newest first, each with its date, reason, a Booked or Needs follow-up status and the patient names.
One practice's referrals this year, newest first.

See them on a map

At the top right of the table, Map shows the same practices on a map centered on your practice, with a line to each. Thicker lines mean more referrals, and a dashed line is a practice that went quiet. The rings give the distance in miles, and a practice beyond them sits on the Farther ring with its distance beside its name. Hover over or focus a practice to see its referrals and the date of the last one, and select it to open the panel.

With more than 25 practices, the map shows the 25 with the most referrals until you select Show all at the end of the legend. A row with no address, such as Your referral link, is listed under Not on the map.

Map appears once your practice has an address on file and at least four practices on that tab have one too. Table takes you back to the list.

The Relationships map, centered on Wrenfield Family Dentistry, with rings at 5, 10 and 20 miles and a dotted Farther ring beyond them. Lines run to five practices: blue lines to the two that refer regularly, a dashed one to Birchmont Pediatric Dentistry, which went quiet, and thin grey lines to the two that refer occasionally, which sit beyond the rings with their distance beside their names. The legend below reads Thicker lines: more referrals, Regular, Gone quiet, Occasional and Rings at 5, 10 and 20 miles, and Not on the map lists Your referral link, 3 referrals, no address.
The same practices on the map, with rings in miles from your practice.