CASE STUDY

How a Retina Practice

Reduce Referral Drop-Off by
40% in 90 days
The challenge
A mid-size, multi-location, retina and ophthalmology practice in the Southwest was managing over 750 inbound referrals per month, mostly from optometrists and primary care providers. Their two-person front office team was manually processing faxed referrals, entering data into their EHR, and calling patients to schedule. Despite their best efforts, nearly half of referred patients never made it to a completed visit. Referring providers had no visibility into what happened after they sent a referral, which was eroding trust and costing the practice downstream revenue. The team knew they were losing patients, they just didn't have the bandwidth to fix it.

How Floe

Helped

The practice partnered with Floe to automate their referral coordination workflow: from intake to completed visit. Within the first week, Floe was integrated with their EHR and processing every inbound referral automatically.

Automated Referral Intake

Every inbound referral was captured, structured, and entered into the EHR, eliminating hours of daily manual data entry for the front office team.

Intelligent Patient Outreach

Floe automatically contacted referred patients to schedule their appointments, reaching them faster and more consistently than the staff could manually.

Real-Time Referral Tracking

The practice could see the status of every referral in real time: who scheduled, who was seen, and who needed follow-up all for the first time.

Closed-Loop Communication

Referring optometrists and PCPs received automatic status updates on their patients, rebuilding trust and strengthening the practice's referral network.

MORE RESOURCES
See how Floe is helping practices across every specialty.

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