How Referrals Work

[SCREENSHOT — Referrals section in Jiro Health showing summary KPI cards and the referral provider table]

Purpose
Navigating the Referrals Section
Data Sources and Timing
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Purpose

This article describes how to navigate the Referrals section in Jiro Health and explains how the underlying referral data is sourced, defined, and timed.

Navigating the Referrals Section

Open Practice. Select Referrals from the section navigation.
Review the summary cards. The four cards at the top display total referrals in and out.
Select your tab. The default view opens on the Missed Opportunities tab (Pro subscribers), which shows market context for your referral area. Switch to the Current tab to view your inbound and outbound referral relationships in a detailed table.
Drill into a referrer. Select any provider name in the table to open a detailed view showing their referral trend over time, the top diagnoses they send to you, and estimated revenue history. Drilling into a missed referrer is only available in the pro version.

[SCREENSHOT or RECORDING — Referrals table with sorting and filtering active, showing a provider drill-down view]

Data Sources and Timing

Where the Data Comes From

Referrals data is derived entirely from aggregated, de-identified medical claims. Jiro Health does not connect to your EHR, billing system, or practice management software.

A referral in Jiro Health is identified when a claim you receive names a specific referring provider. Only referrals that resulted in a completed visit are included.

Data Timing

Claims data has an inherent lag. The most recent month displayed may be incomplete, and the interface will note this when applicable.

Version History

Updated: May 7, 2026

Reviewed by: Claude, Help Scout Docs Reviewer

Approved by: [Name, Title]