Referral Intelligence

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What you're looking at

This shows who's sending patients to you, who you're sending patients to, and roughly what those relationships are worth. The Received and Sent tabs give you your inbound and outbound referral relationships, ranked by total revenue. Opportunities adds market context for your referral area, so you're not only seeing what's already showing up in your own claims.

Referral patterns are usually invisible unless someone on your staff is tracking them by hand, and even then it's easy to lose the signal in the day-to-day noise of scheduling. Bringing your referral relationships into one place makes it easier to see who your practice actually depends on, and where there might be room to grow.


How it's calculated

See What You Need to Know About Medical Claims for additional background knowledge

Referrals data comes entirely from aggregated, de-identified medical claims. Referrals are pulled from a 12-month rolling window of claims data. Jiro doesn't connect to your EHR, billing system, or practice management software, so nothing here depends on anyone documenting a referral anywhere else.

A referral counts when a claim you receive names a specific referring provider, and that referral results in a completed visit. A referral that never turns into a visit (a patient who never shows up, for example) isn't visible here, since there's no claim to count.

Received and Sent rank your referral relationships by total revenue over the selected time window.

Opportunities adds market context for your area: potential referral sources, potential revenue, and average revenue per referral, based on referral patterns among nearby practices in your specialty.

Jiro groups your diagnoses into broader categories using CCSR codes to match you against referral patterns within your actual specialty. See how we build your comparison group for more on how that matching works.


How to read this

A drop or spike in a relationship you know well is worth a second look before you read too much into it. Claims data lags real life, so a relationship that suddenly looks thin might just mean the most recent referrals haven't fully processed yet, not that anything about the relationship changed.

If a name you'd expect to see isn't there, or ranks lower than you'd guess, that's usually about how the referral showed up in claims data, not a sign the relationship isn't real. A referral only counts when a provider is explicitly named on the claim, so informal or verbal referrals that never get coded that way won't show up.

Opportunities is meant to widen what you're looking at, not compete with what you already have. It's surfacing referral patterns in your market generally, not telling you who to prioritize or drop.


Common questions

I don't see any data at all. What's going on?

This may happen for several reasons. If your sent/received are blank, you likely don’t enough claims in Jiro’s database that listed yourself or others as a referring provider, so they aren’t shown on your dashboard. If opportunities is blank, you likely don’t have enough claims in Jiro’s database to establish a consistent practice pattern that establishes nearby opportunities.

The time window feels narrow, or doesn't cover as much history as I expected. Why?

Referral data has to make its way through claims processing before it shows up here, so the window is set to balance being current with having enough volume to be meaningful.

These referral sources under Opportunities don't look like my practice. Are you sure this is relevant to me?

Opportunities is built from providers in your specialty and geography. If it feels off, it's worth checking that your specialty is set correctly in your profile, since that's what drives the match.

How current is this?

Referral data is subject to claims lag, so the most recent month may be incomplete. For the clearest picture, focus on completed prior months rather than the most recent one.

I don't see a colleague I know refers to me regularly. Why not?

Only referrals where a provider is explicitly named on the claim get counted, and only if that referral led to a completed visit. A real referral relationship can still exist without showing up here if it was never coded that way, or if the patient hasn't been seen yet.

What does "estimated revenue" actually mean? Is that what I got paid?

It's an estimate tied to referral volume, not a reconciliation of your actual collections. Treat it as directional rather than an exact accounting figure.


Limitations

  • Only referrals that resulted in a completed visit are counted. If a patient never showed up, there's no claim, so there's no record here.
  • A referral only counts when a referring provider is explicitly named on the claim. Real referral relationships that aren't coded this way won't appear.

On Claims Coverage: The insights and metrics presented in this product are derived from large-scale claims data and other third-party data sources. Data completeness, accuracy, and timeliness may vary across payers, regions, and reporting periods. As a result, certain measures may not fully capture all services provided or reflect real-time clinical activity. These data are intended to support quality improvement and operational decision-making, and should be interpreted in the context of your internal records and clinical judgment.


Still need help?

Reach out to support using the help button in the app or by emailing support@jirohealth.com.

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