Demo mock-up
— this page imitates the ReferralMD reports dashboard. The
“Ask your reports”
bar below is the real embeddable widget (
/embed.js
); the lower-right bubble stands in for the existing support chat.
Install instructions →
referral
md
Tasks
Appointments
99+
Consults
26
Referrals
99+
Faxes
99+
Patients
CRM Tools ▾
Analytics ▾
AR
Ava Reyes ▾
Dashboard
Referrals
Consults
01/01/2026 - 12/31/2026
Export Report
Group
Location
Department
Network
Provider
Contact
Organization
Provider State
Provider City
Patient State
Patient City
Payer
Plan Type
Priority
Specialty
Source
Method
Lead Source
Lead Status
Other
Clear
Key Metrics
15
New Referral Partners
14
New Patients
72
Referrals In
42
Referrals Out
Network Integrity
Received
Sent
33%
67%
Top Referring Providers
Received
Sent
William Adkins, M.D.
Good Heart Cardiology Medical Group
Employed
8
Nehal Test
Bachani Healthcare Group
Not Defined
8
Practice Test Account
Los Angeles Office-General Care
Not Defined
6
Lisa Abbott
Good Heart Cardiology Medical Group
Employed
5
Sedie Abadi
Los Angeles, CA
Contracted
2
0 Limits Inc
Brimfield, IL
Not Defined
2
Referral Trends
Received
Sent
2
1
0
Current Status
Received
Sent
10%
Existing support chat — separate from the Ask widget