1 · Referring offices & doctors list
Upload the spreadsheet of offices/doctors who refer to you (Excel or CSV). You'll match the columns once, review, and save.
UploadMatch columnsReview & save
Drop your office list here, or click to choose a file
Tell us what each column is — we've guessed where we could:
2 · Referral report import
Upload a referral/production-by-referring-doctor report from your practice software — one file per month (or per year for history). Doctors are matched to your office list automatically; you review anything uncertain.
Drop a report here, or click to choose a file