Referral Health Snapshot
Referral Trend — Previous 90 Days
86 Referrals
▼ Down from 133 (-35% vs. prior 90 days)
Referral Trend — YTD YoY
206 Referrals
▼ Down from 238 (-13% YoY)
Active Referring Providers — Previous 90 Days
16 Providers
— Previous 90 days
Key Discussion Topics
- All-On-X Cases Discontinued: The practice will no longer complete All-On-X cases going forward — a shift that will factor into how case mix and referral volume are tracked in future visits.
- Monthly Referral Goals Set for Dr. Do and Dr. Nguyen: Dr. Do is targeted at 30 referrals/month (2 clinic days/week) and Dr. Nguyen at 45 referrals/month (3 clinic days/week), giving the team clear per-provider benchmarks.
- Digital Referral Form Feedback: Nancy flagged that the Referral Lab digital referral form is missing a tooth chart and can be difficult to complete for referring providers whose primary language isn't English.
- Open Prostho Position & Outreach Capacity: With the Prosthodontist position not being backfilled, Nancy expects to free up Monday capacity for outreach starting mid-August. Dr. Tang has also offered to add a clinic day per week if his schedule fills.
Marketing Initiatives Discussed
- Gift Basket Outreach: Nancy sent 8-10 gift baskets to referring offices last month; these still need to be logged in Referral Lab.
- Monday Outreach Days: Starting mid-August, the practice plans to dedicate Mondays to outreach activities, made possible by the open (not backfilled) Prostho position.
- Referral Lab Form Enhancement Requests: Feedback on adding a tooth chart and improving usability for non-native English speakers will be shared with Christy and the Referral Lab dev team.
Wins & Opportunities
Despite the dip in referral volume this period, the practice is leaning into proactive outreach — Nancy's gift basket campaign to referring offices, a plan to dedicate Mondays to outreach starting mid-August, and Dr. Tang's willingness to add a clinic day if his schedule fills. Clear monthly referral targets for Dr. Do (30) and Dr. Nguyen (45) also give the team a concrete benchmark to rally around heading into next quarter.
Action Items
| Action | Owner | Due |
|---|
| Log the 8-10 gift baskets sent last month into Referral Lab | Nancy Kline | Monday, August 10, 2026 |
| Share Digital Referral Form feedback (tooth chart, language accessibility) with Christy and the Referral Lab Dev Team | Jayme Monroe | Monday, June 20 |
| Launch Monday Outreach Days | Nancy Kline / Practice | Mid-August 2026 |
| Review progress toward monthly referral goals for Dr. Do (30) and Dr. Nguyen (45) | Jayme Monroe | Aug 10 meeting |
