Referral Health Snapshot
Referral Trend — Previous 90 Days
778 referrals
▼ -24 (-2.99%) vs. prior 90 days
Referral Trend — YTD YoY
2,122 referrals
▲ +110 (+5.47%) YoY
Active Referring Providers — Previous 90 Days
148 providers
▼ down from 155 providers
Key Discussion Topics
- Dr. Bowman's Never-Met Referral Sources: Lindsey walked through the referral outreach spreadsheet by area (Cleveland, Athens, Dayton, Dalton, Etowah, Sweetwater). Several providers on the "never met" portion of the list still haven't had a first introduction from Dr. Bowman herself. Recommendation: Dr. Bowman needs to make that first contact personally, since Lindsey is only on-site every third week and those relationships otherwise sit untouched during the weeks in between.
- Fontana Laser Event Invite List: Laura pulled the invite list back after Lindsey's earlier outreach to roughly 300 Referral Lab contacts overshot the ~40-person cap set for the September event. Discussed adding the four providers Lindsey has met this week who expressed interest (including Dr. Christy) — Dr. Bowman has already given the okay if there's room.
- Cleveland Office Activity And Coverage: Lindsey noted the Cleveland office felt quiet during her visit — no visible outbound follow-up happening, and front-desk staff didn't have a ready insurance list on hand for a referring office that asked for one. Laura is only in that office one day a week.
Marketing Initiatives Discussed
- January 2027 Social Event: Rather than pushing another restricted event before year-end, plan a larger, purely social gathering (e.g., a happy hour) for late January 2027 that isn't capped at ~40 attendees — giving newer or not-yet-referring providers a low-pressure way to meet the practice's three doctors.
- Digital Referral Form Integration: The Referral Lab digital referral form and web inbox are built and ready to go, but still pending embed on the practice's new website. It will route referrals directly into Referral Lab once the new site launches, cutting down on manual entry.
- Social Media Access And Training: Lindsey received her first Facebook access this week (via Dr. Streaver, linked through Constant Contact) and has a training session scheduled for tomorrow. Instagram and LinkedIn access have not yet been granted.
Wins & Opportunities
Referrals are up +5.47% year-over-year (2,122 vs. 2,012), and the Cleveland location specifically is running roughly 21% ahead year-to-date despite a Q2/Q3 stretch that's typically slower across specialty practices — a genuinely strong showing. Lindsey also surfaced three brand-new referring providers this trip alone (including Dr. Elise at Dr. D'Arman's office) simply by being in the field, and built real rapport with several doctors — Dr. Fox, Dr. Christy, and others — who've now asked to be included in future practice events.
Action Items
| Action | Owner | Due |
|---|
| Raise the "never met" provider list with Laura and recommend Dr. Bowman personally make the first introduction on those doctors | Lindsey Rainey | By next meeting (Sept. 24) |
| Confirm with Laura whether the four newly-met interested doctors (incl. Dr. Christy) can be added to the Fontana event invite list | Lindsey Rainey | Before Sept. event |
| Scope and plan a larger, non-restrictive social event for late January 2027 | Jayme Monroe & Lindsey Rainey | January 2027 |
