Referrals: Overview
[SCREENSHOT — Referrals section in Jiro Health showing the summary KPI cards and referral provider table]
What It Is
Referrals are a part of Practice in Jiro Health. It surfaces referral pattern data derived from real-world claims — giving you a view of who is referring patients to you, who you are referring patients to, how long those referrals take to result in care, and where there may be untapped growth in your referral network.
Referral relationships are reconstructed from aggregated, de-identified medical claims based on what has actually been billed. This gives you visibility into referral activity that is typically inaccessible without population-level data.
The section is organized around two perspectives:
Current Referrals made up of existing referrals, which you can see an inbound or outbound basis.
Missed Referrals: Referrers that could have referred patients to you, based on the patient's geography, specialty, and diagnosis, but were referred to someone else.
Pro subscribers can access missed market opportunity data and individual missed referrer opportunity data.
Clinical Use Case
Understand who is driving patients to your practice. The Referrals table shows the top providers sending patients your way, ranked by referral volume, average estimated revenue per referral, or total estimated revenue.
Track your outbound referral patterns. See who you are referring patients to and how that has changed over time — useful for reflecting on whether your referral relationships align with your clinical preferences and practice goals.
Explore Missed Opportunities (Pro). The Missed Opportunities tab provides insight into referrers who could be referring to you, but do not, alongside the average, total value of those referrals, and the top diagnoses that could have been referred to you. This provides actionable insight if you want to expand referrals in general, or for specific diagnoses.
Key Capabilities
|
Feature |
Description |
|---|---|
| Summary KPI Cards | Five cards at the top of the section showing: patient mix, referrals received, and referrals created. |
| Referrals Table | A ranked table of providers referring patients to you, including provider name, referral volume, average estimated revenue per referral, and total estimated revenue. |
| Outbound Referrals View | A companion view showing the top providers you refer patients to, with the same data dimensions as the inbound table |
| Location Filter | Narrow referral data to specific locations. |
| Referrer Drill-Down | Select any individual referrer to see a detailed view: a time trend of their referrals to you, the top diagnoses they refer to you, and estimated revenue over time |
| Missed Opportunities Tab (Pro) | The default first tab in the Referrals section. Shows historical analytics on referral patterns among providers similar to you in specialty and geography. |
| Empty State | For specialties where referral data is not applicable — such as Emergency Medicine — the section displays an appropriate notice rather than empty or misleading data. |
How to Access
Referrals are currently housed within Practice and can be accessed by selecting the Financial Performance tab towards the bottom of the page.
Important To Remember
- Only referrals that resulted in a completed visit are included. Referrals where the patient did not follow through are not visible. Additionally, only referrals that resulted in a new patient visit will result in a referral. Established patient encounters cannot be distinguished from a new referral to a follow-up visit.
- Only claims where a referring provider is explicitly named are captured.
- Dollar amounts shown are estimates derived from claims data, based on billed procedures and standard reimbursement assumptions. They are not actual payment figures.
- Referral data is not meaningful for all practice types. Emergency Medicine, for example, does not have a traditional referral network. The section will display an appropriate notice when this applies.
- Missed Opportunities reflects historical market context, not a recommendation. Any outreach decisions should be made using your own clinical and professional judgment.
- Data in this section reflects what has been submitted and processed — not current clinical activity.
Related Articles
- How Referrals Work
- Getting Help With Referrals
- Practice: Overview
- How Practice Works
- Getting Help With Practice
Version History
Updated: May 7, 2026
Reviewed by: Claude, Help Scout Docs Reviewer
Approved by: [Name, Title]