Bigin for
Patient Referral Management
Capture, track, understand unique needs, and ensure proper conversion of patient referrals with HIPAA-compliant Bigin.
Bigin for managing patient referralsAccess Bigin
Why do healthcare providers need a
patient referral management system
Every patient referral must receive the required specialized care from qualified professionals. This requires accurate sharing of patient information, regular follow-ups, faster scheduling of appointments, and constant communication, among other tasks. Bigin helps you efficiently manage this entire referral process.
A CRM designed to streamline referral intake, engagement, and conversion
With Bigin's Patient Referral Management template, you can capture, track, and convert patient referrals and effectively communicate with them, ensuring timely and comprehensive care.
Take a look at what it can do.
Everything you need to facilitate a
seamless handling of patient referrals
Bigin brings together everything you need to manage referrals—details related to the patient's conditions, their contact details, the urgency of the care required, and even the means required to reach out to them for following up and scheduling appointments. Your team can access all the information they need quickly and easily.
Track Referrals Efficiently
Watch your pipeline to track all your patient referrals and organize them by the stage they are in within your care process. Monitor all phone and email communications, access relevant files, and store important notes about each patient in one secure referral management system.Keep a list of all Patients and Companies
Keep every bit of information associated with your patients and the companies that enlist your healthcare services for their employees at your fingertips. Store patient records safely so you can see them arranged neatly across the stages of your pipeline and manage relationships more effectively.Store all your Products in one place
Maintain a list of all your products and services so you never have to search for details. The Products module helps you quickly view all the services, treatments, or medications you provide and recommend the right options to patients based on their needs.Manage tasks, calls, and appointments with Activities
Set up tasks and appointments, make calls to your patients, and schedule video calls and meetings directly from Bigin CRM. Manage all patient interactions and daily activities from a single platform.Crunch Numbers with Dashboards
Stay on top of your performance so you always know how well your referral process is working. Bigin includes dashboards that accurately report key metrics with customizable charts and tables for better decision making.Communicate Seamlessly via Messages
Bring all your WhatsApp chats into the Messages module and engage with your patients while accessing their complete information, chat history, and records of all interactions with your healthcare practice.Use a comprehensive pipeline to
oversee the patient referral process
Bigin's pipelines are all the rage in the small business world, so we decided to double-down on our most important feature and provide a pipeline that covers all the key stages involved in converting patient referrals - right from the stage when you receive them to the final scheduling of an appointment.
Here's a pipeline depicting the stages involved in managing a patient referral:
Create custom fields to
store all relevant information
One size never fits all, so don't compromise on your needs. Bigin's customizable fields enable you to
store information relevant to your organization.
What else?
Make calls and send emails directly from Bigin
Need to make phone calls? Done. Need to send emails? Done as well. Bigin is not limited to calls, and you can also host video meetings and presentations without leaving the app.
Set up workflows and let Bigin handle the daily routine
Save more time by setting up workflows in Bigin to automate daily tasks such as adding new patients, assigning doctors, sending email reminders for appointments, and many other routine activities in patient referral management.
Create multiple pipelines for various operations
Bigin supports other healthcare business operations as well. Create multiple pipelines for processes like payment collection, insurance follow-ups, or lab coordination so you can monitor and visualize them all at once. You can customize stages and fields in every pipeline to match your workflow.
Manage appointments more efficiently using Booking Pages
Create and share online pages that display available appointment openings and allow your patients to book appointments easily. These appointments are stored in Bigin, and timely reminders are automatically sent to patients.
Connect all your favorite apps
Bigin integrates seamlessly with many leading applications, including Google Workspace and Office 365. You can also connect to thousands of additional apps through Zapier, Zoho Flow, or developer APIs to enhance your healthcare workflow.
Manage patient referrals from anywhere
The Bigin app for iOS and Android is one of the most useful mobile CRM apps available. Track referrals, call patients, and manage healthcare communication on the go. With the Bigin mobile app, you can take your patient referral management anywhere.
Do you have a friend or business associate looking for a CRM?
Bigin is tailored to a ton of other industries. Take a look!
All this for only $7 a month per user.
Stop pinching yourself, it's real!
Bigin is priced advantageously for small businesses to give them the right applications to grow and flourish. This will never change. At just $7 per month per user, Bigin provides all that you need and more, which makes it the best small business CRM in the world. Nothing else comes close.
See all pricingDon't take our word for it;
hear from people just like you.
I had been searching for an affordable, user-friendly CRM for our tech startup business, Kiteline Health. Following a lot of research, trials, and demonstrations, we decided that Bigin was the most complete package and signed up. We are delighted with our choice and would recommend it to any small/startup/medium-sized business looking for a small cost with maximum efficiency.
Emma Crutchley, Customer Success Manager, Kiteline Healt
This software has not only helped us save costs but has also proven to be exceptionally user-friendly. One of the most impressive aspects of Bigin is its ability to generate significant cost savings. By automating various tasks and streamlining processes, the software has greatly reduced the time and effort required to manage customer relationships. What sets Bigin apart is its simplicity and ease of use
Rasmika Bhatia, Founder, Trigya Health
We started using Bigin a couple of months ago, and we are getting excellent benefits. We are using Bigin to manage and identify the stages of each offer we send to our customers, and to manage the visits to customers, taking notes of doctor's and nurse's requests directly on the App. We are very excited about this CRM. No more usage of Excel.
Joel Cruz, Product Specialist, Medical Equipment Manufacturing
Still have more doubts?
Here are the answers to some frequently asked questions!
Patient referral management software is a system that helps healthcare providers capture, track, and manage incoming and outgoing patient referrals. It streamlines communication between clinics, hospitals,
and specialists while ensuring timely appointments, follow-ups, and proper documentation in a secure and organized way.
Bigin helps healthcare teams track patient referrals through customizable pipelines, automate follow-ups, store patient information securely, and manage communication from one platform. It improves referral conversion, reduces delays, and ensures better coordination between providers and patients.
Yes, Bigin supports HIPAA-compliant processes by enabling secure storage of patient data, controlled user access, and protected communication channels. Healthcare providers can manage referrals while maintaining patient privacy and data security standards.
Bigin allows you to monitor every referral through visual pipelines. You can see which stage a patient is in, track calls and emails, attach medical documents, and add notes so that no referral is missed or delayed.
Yes, Bigin's Workflows can automatically send email reminders, create tasks for care coordinators, assign referrals to doctors, and trigger alerts to ensure timely patient engagement and appointment scheduling.
You can store patient contact details, medical requirements, referral sources, documents, call logs, emails, appointment history, and custom healthcare fields based on your organization’s needs.
Provide your patient referrals with prompt
and comprehensive care. Get Bigin.
Give our 15-day free trial a go. No credit card, no hidden charges, and no questions asked. Just Bigin
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