Partner Referral Workflows

Handle the complexity of modern referrals with one centralized tool.

Replace siloed spreadsheets and constant email check-ins with structured workflows built to manage high-expectation referrals from digital platforms, employers, and care networks.

The Problem

Modern referrals are messy.

Some partners need faster access. Others expect updates. And your team is juggling it all with inboxes and spreadsheets.

Before Hatch vs After Hatch

From "I can manage" to "We should scale"

Disconnected Workflows

Referrals managed in inboxes and spreadsheets.

Shaky Promises

SLAs tracked manually or not at all.

Trapped Intelligence

Little insight into referral source quality.

Centralized, partner-tagged referrals with routing logic

SLA timelines are set, monitored, and alert the team

See which partners drive volume, speed, and value

Partner-Specific Intake

Start workflows with the right context.

Know exactly who sent the referral and what they expect. Hatch tags and helps route each referral based on its source.

What you can do:

  • Instantly identify referrals from employers, platforms, or case managers
  • Apply intake rules specific to each partner
  • Route referrals to the right team or location
  • Deliver the promised experience every time

SLA Management

Stay on schedule with every partner.

Some partners expect next-day access. Others want updates within hours. Hatch helps you deliver on every agreement without dropping the ball.

What you can do:

  • Assign SLAs by partner
  • Monitor deadlines
  • Get alerts when timelines are at risk (coming soon)
  • Track SLA performance over time

Referral Visibility & Performance Tracking

Know where referrals came from, where they went, and what happened next.

No more wondering if a referral was seen or converted. Hatch gives you full visibility from intake to outcome.

What you can do:

  • See real-time status across all referrals
  • Filter by source, timeline, or outcome
  • Track conversion to visit or surgery
  • Report results internally and to partners

Part of a connected platform.

Referral Growth Intelligence

Tracks every referral’s status, timeline, and outcome. You can use that data to improve operations, report back to partners, and decide where to grow next.

Digital Access Pathways

Create "Hatchways" to generate referrals from specific partners. Every referral flows automatically into the right partner referral workflow, with the source and expectations already attached.

Ready to manage non-traditional referrals with confidence?

Talk to Sales