Referral Health Snapshot
Referral Trend — Previous 90 Days
647
▼ -33 vs. prior 90 days (-4.58%)
Referral Trend — YTD YoY
1,858
▼ -359 YoY (-16.19%)
Active Referring Providers — Previous 90 Days
211
▲ +13 vs. prior 90 days (up from 198)
Key Discussion Topics
- Referral Trends And Provider Data: We reviewed the practice's referral numbers together — referrals are down both over the last 90 days and year-over-year, but active referring providers actually grew, which points to new relationships taking hold even as overall volume dips.
- Referring Provider List Cleanup: We went through providers whose referral activity has dropped sharply or stopped altogether, including longtime referrers who appear to have moved on, so Lindsey can confirm which ones should be marked inactive in the system.
- Clinic Integration And Team Access: Lindsey shared that she still doesn't feel fully part of the Memphis clinic day to day and doesn't have a dedicated workspace there; she plans to raise this directly with Angela first, and with John if it doesn't improve.
Marketing Initiatives Discussed
- Collierville Ribbon-Cutting Event: Lindsey used personally delivered invitations alongside email for tomorrow's 4–6pm ribbon-cutting, including outreach to well-known community physicians; we discussed why the email invitations underperformed and agreed that face-to-face and hand-delivered invitations are the stronger lever for future events.
- Outreach Radius Realignment: Using referral-distance data showing 70% of volume comes from within 10 miles and 90% within 30 miles, we recommended concentrating outreach time closer to the practice rather than areas 40+ minutes away that haven't been producing a proportional return, so Lindsey can bring this data into her conversation with Dr. Godat.
- Doctor Interview Video Project: Jayme will send all three doctors a link to complete an AI-assisted interview on their own schedule; the resulting transcripts will be used to write the practice's own voice into new website service pages, homepage content, and SEO-focused landing pages, which will also help strengthen the practice's visibility in AI-driven search results.
- Social Media Account Access: The practice's Facebook and Instagram accounts remain locked to an old password, with only Dr. King passively logged in on his phone. A ticket has been submitted through SGA Tools requesting an override, and Lindsey will ask Dr. King to check for a pending access-approval request in the meantime.
Wins & Opportunities
Active referring providers grew to 211 over the past 90 days, up from 198 — a strong signal that new relationship-building, including Dr. Bakana's recent rounds with new providers and a fresh connection between Dr. Lawrence Liu and Dr. Bowman, is starting to build momentum. Average case dollar accepted also remains strong at over $5,000, and the upcoming doctor interview videos should give the Memphis website fresh, practice-specific content along with an SEO boost.
Action Items
| Action | Owner | Due |
|---|
| Confirm ribbon-cutting event details and submit final Ruth's Chris headcount | Lindsey Rainey | Sep 15 (today) |
| Review the referring provider list and flag inactive/departed providers for cleanup | Lindsey Rainey | By next meeting (Oct 20, 2026) |
| Send the AI interview link to all three doctors, cc Lindsey and Angela | Jayme Monroe | Sep 16, 2026 |
| Submit request through SGA Tools for a social media account password override | SGA Marketing (Jayme) | Complete |
| Have a follow-up conversation with Angela about clinic integration; escalate to John if unresolved | Lindsey Rainey | TBD |
