robust marketing and

census reports

for SNF executives

Sample Referral Trend Report

The Web-based Referral Management System reports conversion and admissions rates, referral source trends, payer mix, liaison activity and performance, marketing program effectiveness and more across all of your skilled nursing facilities. Learn more . . .

report marketing and census performance across all your skilled nursing locations

An essential step to census and admissions excellence is to start at the end—establish your reporting requirements. It's the foundation for smart SNF marketing planning and budgeting. Yet we hear frequently from skilled nursing facilities about challenges in capturing fundamental performance information such as conversion and admissions rates, referral source trends, payer mix, liaison activity and performance, and marketing program effectiveness. The Web-based Referral Management System reports all this and more with a click across all of your skilled nursing facilities.

RMS: robust reports and business intelligence guide smarter decisions

Here are just a few examples of the business intelligence and reporting capabilities of the Referral Management System:

  • Executive managers and system users can instantly report on referral sources, referring physicians, win-loss, conversion ratios, payer mix and trends, liaison effectiveness, marketing campaigns, and much more.
  • Adapt and adopt marketing strategies and admissions processes based on current, accurate information.
  • View reports for single facilities or multiple facilities with cumulative data.
  • Ensure visibility and accountability of marketing and admissions teams.
  • Report on all referrals, from all sources and methods, for a comprehensive, accurate perspective on admissions and marketing performance.
  • Schedule reports well in advance for automatic email delivery.


Consider this example: One large SNF chain client began using our Referral Management System to manage, track and report marketing and admissions activities in January 2010. Using referral source trend reports from the system, this provider realized that it was receiving a large number of referrals, with a high percentage of Medicare patients, from a city in which it does not even have any facilities. That prompted this provider to dedicate a marketing resource to build relationships with the hospitals and physicians in that city. Now it is receiving nearly twice as many referrals from that region, a market opportunity it would never have recognized without that business intelligence. That’s the type of knowledge that drives truly effective budgeting and allocation of marketing programs and resources.


Examples of System Reports:

1) Lost Business Report: This report provides information to the organization about reasons for lost business, showing lost referrals and related notes. Valuable business intelligence can help pinpoint potential problem areas with response times, business lost to competitors; services requested not offered by your organization, physicians suggesting other facilities, and more.

2) Payer Analysis: This report provides a detailed breakdown of each facility’s payer mix relative to payer type and carrier for the date range requested. It also provides the status of referrals for that same date range, all essential for internal financial analysis.

3) Referral Decline Report: This report filters referral declines by reason. This simple example shows two patient declines, one because of bed availability and the other being outside of the service area requested. With complete data over time, these reports let providers assess and analyze reasons they are turning patients away, and adjust their processes, offerings or acceptance criteria accordingly.

4) Referral Management Report: This report provides a snapshot of the referrals requested within a date range.  Information includes the patient, gender, diagnosis category, primary payer, referral source, referral contact within the referral source, the referring physician, assigned physician, status of the referral and the status reason. This report is great for reviewing during team meetings.

5) Referral Trend Analysis: Designate a year and the report provides trends of referrals and admissions for each referral source and referring physician for each facility. This report also shows how many patients were assigned per physician for each facility.

6) Win/Loss Analysis: This valuable analysis provides an instant view of performance for one or multiple facilities over a user-defined date range, breaking down all referrals by status, as well as wins and admits, to provide a clear win percentage.