Getting Help With Referrals
[SCREENSHOT — Referrals section in Practice showing summary cards and referral table]
Frequently Asked Questions
Is patient data shown in the Referrals section? No. The Referrals section uses aggregated, de-identified claims data only. No individual patient data is displayed.
Why does my referral data not match my EHR or billing system? Jiro Health's referral data comes from claims submitted across the broader healthcare system, not from your internal records. Only referrals where the referring provider is explicitly named on a submitted claim and where the subsequent encounter was completed are captured.
What do the revenue figures represent? Revenue figures are estimates derived from claims data and reflect the estimated financial value based on procedures billed. These are estimates only and will not match your actual collected revenue or billing system totals.
Why does my Referrals view look different from a colleague's? The Referrals section is personalized to your NPI. What you see reflects your specific referral network as captured in claims data. Colleagues in different specialties, geographies, or practice settings will see different data.
What is the difference between the Referrals tab and the Missed Opportunities tab? The Referrals tab shows your actual historical referral relationships — who has referred patients to you and who you have referred patients to. The Missed Opportunities tab (available to Pro subscribers) shows patterns of historical market revenue signals among providers similar to you in your area.
How current is the referral data? Claims data is refreshed monthly. There is typically a lag of a month to six to nine months between when care is delivered and when it appears in the data. The most recent month displayed may be incomplete; a note in the interface will indicate when this is the case.
Common Issues
Referrals section shows no data This is expected if your specialty does not typically involve referral workflows or if you have no data. If you believe referral data should be available for your practice, contact Jiro Health support.
Referral counts appear significantly higher or lower than expected Referral counts reflect completed referrals from claims data only. Adjust the time filter to confirm the correct period is selected. Keep in mind that only explicit, completed referrals with a named referring provider appear in the data.
Most recent months appear to be incomplete Claims data has an inherent lag. The interface will note when the most recent period is still accumulating.
A listed provider is unrecognizable Provider names are resolved from reference data and the NPPES registry. A provider's name, organization, or specialty may appear differently than expected due to name variations or system-level affiliations in the underlying data.
Revenue estimates appear inaccurate Estimated revenue is derived from billed procedures in claims data, not actual collections. These figures will not match your practice management system and should be interpreted as directional estimates only.
Missed Opportunities tab is locked or unavailable The Missed Opportunities tab and referrer drill-downs are available to Pro subscribers. Contact your account manager or visit your account settings for upgrade options.
Error loading the Referrals section Refresh the page. If the issue persists, contact Jiro Health support with the date and time of the error.
Contact Support
If an issue persists after following the steps above, contact support through the in-app feedback button or your organization's designated support channel.
Related Articles
- Referrals: Overview
- How Referrals Work
- 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]