MDreferralPRO Overview, User Manual and Getting Started Guide
MDreferralPRO Overview, User Manual and Getting Started Guide
MDreferralPRO is an all-in-one business development web-based application and tool that targets referral sources, provides a Customer Relationship Management tool and has predictive analytics. Referral relationships are the key to long-term financial viability and through the application, new physician referrals can be strategically managed. It is our goal to help you build lasting relationships to increase referrals and “tighten” referral patterns. MDreferralPRO is a comprehensive software resource that identifies resources in your market area, has a note and visit component and uses advanced analytics to report on and help you prioritize which sources are important to your organization. MDreferralPRO uses a proven methodology to increase patient volume and establish a competitive edge. MDreferralPRO’s referral software interprets and analyzes data and highlights marketing strategies so you can attract more physician referrals and increase your bottom line.
MDreferralPRO runs most effectively on a modern browser.. Please go to www.mozilla.org for the latest version of Firefox, OR www.google.com/chrome for the latest version of Google Chrome, which are both free to download. MDreferralPRO supports the following browsers:
User Information: A first-time MDreferralPRO user can log in into the system using the username and password assigned by an MDreferralPRO representative. To login go to https://mdreferralpro.com/login
Once logged in, users will be directed to the MDreferralPRO Landing Page. This page allows users to select the desired Navigation Button of choice and make a viewpoint selection (if applicable).
NOTE: Passwords may be changed within 24hrs of account activation or as directed by your MDreferralPRO trainer. Once training is complete, users may also change their username and password.
All users will receive an email invitation to join our MDreferralPRO Customer Self Service Portal. You'll need to accept the invitation to create a password to register for a Support account. Once you register you can search for articles, ask a question, and submit tickets. To access the portal within MDreferralPRO, click on the SUPPORT option located next to your user name.
How to Create a Custom List from Advanced Analytics MDreferralPRO users have the ability to export a list from Advanced Analytics into a custom list. A User may export all listed entities or filtered data by selecting the list icon to the far ...
In Advanced Analytics, users can create and access separate layouts. A layout is simply, a page within one of the sections of analytics. This page can contain the same and/or different charts and graphs from other layouts. Each user account comes ...
Please note that when directed to Advanced Analytics, the last data rebuild and last data check will reflect in the top left of the screen. A users may reflect these changes manually by accessing the report settings to locate the Rebuild Data and ...