How Referrals Are Personalized
[SCREENSHOT — Practice tab showing the Referrals section with inbound and outbound tables]
- Overview
- What Your Referral View Shows
- How the Data Is Scoped to You
- What You Have Access To
- Related Articles
Overview
Referrals surfaces your personal referral network — who sends patients to you, who you send patients to. The data is specific to your NPI and derived automatically from real-world data. No configuration is required.
What Your Referral View Shows
The Referrals section is organized into two directions:
Referrals to you show the providers that refer patients to your practice. Entries are ranked by the dollar amount the referral created, with month-over-month change displayed alongside each.
Referrals from you show where you send patients — the providers you refer to most frequently. Entries are ranked by the dollar amount the referral created.
Both views are currently available at the clinician level — individual referring or receiving physicians.
Each direction also shows two summary metrics: the total number of referrals completed in the measurement period.
[SCREENSHOT — Referrals section showing the To You / From You toggle and top-5 table entries]
How the Data Is Scoped to You
Jiro identifies your referral activity by your NPI. When the section loads, it queries real-world data to build a view specific to your practice. That view reflects:
Explicit referrals only. A referral appears in your data only when a referring provider is named on the underlying claim. Verbal recommendations, patient self-referrals, and EHR-generated referrals that do not produce a named referral on the claim are not captured.
Completed referrals only. Only referrals that resulted in a completed visit are included. Referrals that were initiated but never resulted in an encounter are not visible — this is a constraint of real-world data, not a filter applied by Jiro. As a result, average completion time reflects patients who were ultimately seen, not those who were lost to follow-up or who waited and disengaged.
Self-referrals excluded. Encounters where you are both the referring and receiving provider are excluded from referral counts and percentage calculations. Approximately one in three referral-linked claims involves a self-referral; these are excluded because they do not reflect the referral relationships the section is designed to surface.
Data lag. Real-world data has inherent timing constraints. Open claims carry a minimum lag of approximately two weeks; closed claims have an average delay of approximately four months. Referral activity from recent months may not yet appear in your view.
What You Have Access To
Access to the Referrals section depends on your subscription tier.
All users can see aggregate summary metrics: total referrals received, total referrals created, and average days from referral to completed encounter in both directions. This can also be viewed in the drill-down menu.
Physician subscribers can see the named physician-level drill-down — the top referring and receiving providers by name, along with their share of your referral volume and month-over-month change. This is the primary view for understanding your referral relationships at the individual provider level.
Enterprise access (HCO and system-level views) is available to health system organizations. Availability and scope at your organization depend on your organization's plan.
[SCREENSHOT — Side-by-side showing aggregate summary (free) and named physician table (paid)]
Related Articles
Version History & Approval
Updated: 5/7/2026
Reviewed by: Joel Bourgeois, Sr Product Support
Approved by: [Name, Title]