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Referral management that turns every referral into a booked visit
Every referral your practice receives is logged, the patient is contacted and booked, and the referring office hears back. That is also what keeps referrers sending patients.
15 min · no commitment · HIPAA-compliant
A referral that nobody calls is a patient you lost
Referrals arrive by fax, email, phone and portal. When one sits in a tray, the patient waits, then often books with whoever calls first.
The referring office notices when its patients are not seen quickly, and starts sending them somewhere else.
- Faxes waiting in a tray
- Patients who were referred but never booked
- Referrers who never hear back
01 · Log
Every referral in one list
Fax, email, phone and electronic referrals, each with its source and status, so nothing waits unseen.
02 · Book
We reach the patient and book
By phone and text, quickly and in your practice’s name. Insurance is checked and the visit is booked.
03 · Close the loop
The referrer hears back
The referring office is told the patient was contacted, booked and seen. Over time you see which referrers send the most patients.
What referral management includes
From the fax tray to a booked visit, and back to the doctor who sent it.
Referral intake
Fax, email, phone and portal referrals in one list.
Patient outreach
Calls and texts until the patient books or declines.
Insurance and booking
Coverage checked and the visit booked in your scheduler.
Status back to the referrer
Contacted, booked and seen, without anyone picking up a phone.
Referral source reporting
Who sends patients, how many book, and how fast.
Physician referral marketing
A page for referring providers and regular updates that keep you top of mind.
Results from practices on Tely
Overall results from practices that use Tely.
Regenerative orthopedics · Bay Area 27× more clicks from Google in eight months
A regenerative orthopedics clinic in the San Francisco Bay Area went from 311 to 8,547 Google clicks a month between January and September 2026.
40× more clicks from Google in under a year
Cardiology · Miami
8.7× more clicks from Google in three months
Integrative medicine · Los Angeles
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1,513 practices checked in our latest benchmark 
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Integrations & security
Books directly into your EHR.
Learns & improves
from outcomes.
HIPAA-compliant · BAA signed with every practice
AES-256 at rest · TLS 1.3 in transit
Role-based access · every action logged
Epic
Athena Health
Practice Fusion
Tebra
DrChrono
Cerner
Encrypted
Logged
BAA signed
Questions practice owners ask
What is referral management?
Tracking every referral your practice receives until the patient is seen: logging it, contacting the patient, booking the visit and letting the referring office know.
Which kinds of referrals do you handle?
Fax, email, phone and electronic referrals. Each one goes into one list with its status.
Is this referral management software or a service?
Both. The software keeps every referral in one place, and Tely does the outreach and booking for you, so the list does not depend on someone finding time.
What is physician referral marketing?
Making it easy and rewarding for other doctors to refer to you: a clear page for referring providers, fast booking and updates on every patient they send. It is the strongest reason a referrer keeps sending patients.
Can you help us depend less on referrals?
Yes. Search brings patients no one referred: an integrative medicine practice in Los Angeles went from 179 to 1,564 Google clicks a month between June and September 2026, 8.7× in three months.
What does referral management cost?
It depends on how many referrals arrive each month. A short call gets you an answer.
