Referral partners send you patients, and you send patients to them. We set up Salesforce so each referral source is an account with its contacts, every inbound and outbound referral is tied to the patient, BD reps log their visits and calls, and leadership sees which relationships are growing and which need attention.
900+ integrations completed · Salesforce partner · We sign BAAs
How referrals move through Salesforce
The lead is tied to the referring account and contact at intake
Admits credit the source, and outbound referrals are logged with a date and reason
Reps see volume, flags and overdue follow-ups for each account they own
Referral sources are business accounts: hospitals, therapists, interventionists, sober living homes and other providers. The people you deal with are contacts under them. Patients stay separate as person accounts, and lookups are filtered so a rep cannot pick a patient where a referral source belongs, or the other way round.
Every lead and opportunity carries its referral source and referring contact, so admits are credited to the partner who sent them. When your team refers a patient out, the outbound referral is logged on the opportunity with the date, the receiving provider and the reason, and alerts tell the BD owner it happened.
BD reps get their own tab, page layouts and list views. Each account has a type, a referral volume tier and a relationship status, and flag rules call out accounts that have gone quiet or need a visit.
Dashboards show referrals in and out by account, by rep and by month, with overdue BD tasks listed. With Salesforce Maps, reps can see their accounts with active referrals on a map and plan their routes.
What's included
Business accounts and contacts for every referral partner, kept apart from patient records with filtered lookups.
Referral source, referring contact and BD rep on the lead and opportunity, mapped through conversion.
Referrals and admits from each account counted, so partners get credit for what they send.
An outbound referral section on the opportunity, with the date set by automation and a referred-out reason.
Email alerts to the BD owner, or to an outside team, when a patient is referred out.
Each account tiered by referral volume, with a relationship status your team keeps current.
Rules that flag accounts with no recent referrals or no recent BD activity.
A BD tab, layouts and list views for reps, with visits, calls and tasks logged on the account.
Referrals in and out by account and rep, overdue BD tasks, and month-over-month trends.
BD prospect lists loaded into Salesforce, and outreach email templates for events and follow-ups.
A Salesforce Maps layer of accounts with active referrals, for planning visits.
The real thing
We work with TrussCharts (trusscharts.com), our sister company, to build dashboards on the data we connect. Client names and locations are replaced.
Every referral source in one table. Leads, opportunities, and admits per source. Conversion rates for each. (client dashboard, names replaced)
Activities, contacts, opportunities, and admits. Average days in treatment. Opportunity-to-admit % for each month. (client dashboard, names replaced)
One bar per rep. Green on target, amber and red behind. The goal maths shown in the header. (client dashboard, names replaced)
Every system we connect to Salesforce, in one list
CallRail and CallTrackingMetrics native integrations, with recordings and AI call summaries on the lead
Gravity Forms, Jotform and Typeform fills create leads with tracking attached
LiveChat, SnapEngage, Tawk.to and Avochato conversations saved to the lead
Kipu and Sunwave: admissions in Salesforce, clinical in the EMR, kept in step
CollaborateMD, AdvancedMD and HiLite, with insurance payments on the patient
Stripe, PayTrace and PayPal payments recorded on the opportunity
Google Ads, Microsoft Ads, Meta and TikTok leads in, offline conversions out
ActiveCampaign lists and automations that follow Salesforce
Open other systems from the Salesforce record with SSO
Salesforce data in Google Sheets, BigQuery and Looker Studio
No app for it? We build the connection with Apex and the APIs
Book a free call. We look at how your team tracks referrals today and show you how it would work in Salesforce.
The JTS team are extremely knowledgeable when it comes to advertising attribution and maximizing the potential of customer and leads. They know software extremely well, and how all the pieces fit together perfectly. I highly recommend his services to anyone looking to streamline their technology and maximize their sales potential.
I have been thoroughly impressed with the results. JTS team expertise in systems and software integration has given me clear and concise reports, they help me also with generating qualified leads, has been instrumental in driving my business forward. Thank you for everything you have done for my business.
For the past five years, Journeys Through Search has been an incredible marketing company to assist in our PPC, web development and support. Quick responses, vast knowledge and marketing creativity made them such a value add to our organization.
How it works
We look at your referral partners, your BD team and how referrals are tracked today.
Priced by project, not by the hour. You approve before we start.
Accounts, fields, flags, alerts and dashboards built and tested away from live data.
Your referral partners loaded, BD reps trained, then live in production.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, on a HIPAA-compliant Claude Enterprise license, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
Referral sources are business accounts and patients are person accounts. Lookups are filtered so each field only shows the right kind.
Yes. Outbound referrals are logged on the opportunity with a date, the receiving provider and a reason, and the BD owner gets an alert.
Yes. When Salesforce is connected to your EMR, the referral source can travel with the patient. See Sunwave + Salesforce and Kipu + Salesforce.
Their own tab and list views, the accounts they own with volume tiers and flags, and their overdue follow-ups.
Yes. We clean and load your partner and prospect lists, with duplicate rules so they stay clean.
Yes. We sign BAAs for healthcare work.
Yes. Journeys Through Search is a Salesforce partner.
By project, not by the hour. The first call is free, and you get a project quote after it.
