Referral Management & Patient Recalls

Convert Prospects to Patients

Prevent patient leakage and improve referral conversion rates to boost efficiency and revenue.

Proactively connect to patients with referrals who haven’t yet booked an appointment to convey the importance of procedures, educate with digital and visual content, and allow patients to easily book appointments right from their devices.

The fastest way to convert referrals to patients.

Patients read, complete, and sign registration forms with pre-populated personalization pulled from your EMR like date of birth, address, phone number, or insurance information to convert more referrals and remove barriers to entry.



  • Increase revenue by converting more referrals
  • Improve staff efficiency with full schedules
  • Promote new services to patients that could benefit
  • Improve the patient experience by proactively connecting patients with the resources they need
  • Change the language of all forms instantly to accommodate a linguistically diverse patient population
  • Support A/R cycles by standardizing patient intake and digitizing records
  • Patients completing digital forms on their own devices reduces the chance for infectious spread
Days Ahead
Fully Booked
0 %
Conversion Rate
0 %
Satisfaction Increase

Increased Efficiency: With barriers to booking removed and proactive engagement educating referred patients and encouraging them to book appointments, hospitals and health systems using Zappix Referral solutions are fully booked 6-7 months out.

Increased Conversions: Engaging videos, useful graphics, and easy to navigate visual interfaces help encourage patients to book appointments they’ve been referred to by teaching them about the importance of procedures and making the appointment process easy.

Happy Patients: Open lines of communication, modern, digital interfaces, and easy appointment processes make the healthcare process easier and more enjoyable for patients, increasing patient satisfaction, improving patient loyalty, and reducing patient leakage.