Protect & Prioritize The Referral
Sources That Drive Growth
Referral data lives in your CRM, your EHR, and the institutional memory of your sales team. SolisRx connects those sources with 3rd-Party Market Data to show you, by referrer and by site, where volume is growing, where margin is eroding, and where your biggest untapped opportunity sits.
The Referral Intelligence Gap in Infusion Organizations
Most ambulatory infusion centers, home infusion providers, and specialty pharmacies know their referral volume in aggregate. But sales teams struggle to answer the questions that actually drive growth strategy: which specific physicians are driving actual revenue, which J-codes are they prescribing, which specialties are delivering the highest Gross Profit/Encounter in each of your markets.
Our Methodology
Referral intelligence for infusion organizations requires two connected capabilities:
1. Internal referral attribution: understanding exactly which physicians referred which patients, what therapies they initiated, and what revenue resulted.
2. External market share analysis: understanding what share of infusion-eligible referrals your organization is capturing versus competitors in each geography.
CONNECT REFERRAL TO REVENUE
SolisRx integrates intake tracking, EHR referral records, and claims data to create a unified view of referral volume, therapy type, and revenue outcome by referring physician.
IDENTIFY WHAT'S MOVING
Analysis of referral data surfaces patterns: referrers trending up or down, specialty mix, new sources. A root cause investigation reveals actionable insights: payer issues, new competition, staffing changes at the referring practice.
QUANTIFY THE GAP
Every referral decline gets a dollar figure. Six fewer referrals per month from a key rheumatology practice translates to a specific contribution margin loss that your VP of Sales can prioritize.
UNCOVER COMPETITIVE ADVANTAGE
Layering in data on patient satisfaction and provider loyalty highlights where your center has an edge.
BUILD ACCOUNTABILITY
Referral analytics artifacts help your commercial team manage their calendar: prescriber contribution margin rankings, referral trend reports by geography, and sales activity-to-outcome tracking that connects detailing visits to volume changes.
Deliverables
Any engagement is tailored to your specific needs. However, the most common deliverables for AICs, home infusion providers and specialty pharmacies include:
01
Prescriber contribution margin ranking
showing referral volume, therapy mix, and revenue outcome by physician, updated monthly.
02
Referral volume trend report
by source, site, and geography, with variance analysis identifying physicians trending meaningfully up or down.
03
External market share analysis
showing estimated addressable referral volume in each geography and your share of wallet by specialty and therapy type.
04
Sales team activity-to-outcome tracker
connecting commercial team activity (calls, visits, detail events) to referral volume changes over time.
05
Referral concentration risk summary
quantifying revenue exposure to the top three to five referring physicians at each site.
06
Emerging referral source dashboard
surfacing new physicians who have sent referrals in the last 60 to 90 days, with contact details and volume trajectory.
Frequently Asked Questions
How do I track which referring physicians are driving our growth?
Build a ‘Data Spine’ that enables referral attribution by linking intake referral records to EHR encounters and claims revenue data. Most infusion organizations have these data sources in separate systems. Once connected, you get a physician-level ranking of referral volume, therapy mix, and revenue contribution that updates monthly — the foundation for effective territory management.
Why are referral volumes dropping at one of our sites?
Site-specific declines usually trace to one of four causes: a new competitor, a staffing change at a key referring practice, a payer issue making your site less attractive for certain therapies, or decreased sales activity. A time-stamped referral trend analysis by physician, overlaid with external events, typically identifies the root cause within two to three weeks.
How do I hold my sales team accountable with data?
Connect commercial activity to referral outcomes with appropriate time lag (4-8 weeks from detailing visit to referral behavior change). A sales activity log linked to territory-level referral trends shows which reps’ territories are growing, which are flat despite activity, and which are growing with low activity. That’s the data your VP of Sales needs to coach effectively.
What external data can tell me about referrals going to competitors?
Third-party claims data enables you to estimate total infusion-eligible referral volume in any geography, segmented by specialty and therapy type. Compared against your referral records, this shows your current market share and the specific physicians sending volume to competitors or hospital outpatient departments.
What exactly does Stategis deliver?
We deliver tailored strategy, financial modeling, tech audits, and growth planning—backed by real execution support, not just recommendations.
What kind of companies do you typically work with?
We partner with venture-backed startups, scaling tech firms, consulting groups, and finance teams—from pre-seed to Series C and beyond.
Do you offer one-off projects or ongoing advisory?
Both. We offer focused sprints for immediate needs and retainer-based or embedded advisory for longer-term transformation.
How long does it take to get started?
We typically begin within 5–7 business days of your initial call, depending on scope and availability.
Is Stategis a good fit for early-stage startups?
Yes—especially if you’re preparing to raise capital, need a financial model, or want clear systems and priorities before scaling.
What industries do you specialize in?
Our core focus areas are SaaS, fintech, consulting, B2B services, and investment-backed ventures—but we’re flexible if there’s a strategic fit.
How long does it take to get started?
We typically begin within 5–7 business days of your initial call, depending on scope and availability.
What kind of companies do you typically work with?
We partner with venture-backed startups, scaling tech firms, consulting groups, and finance teams—from pre-seed to Series C and beyond.
What exactly does Stategis deliver?
We deliver tailored strategy, financial modeling, tech audits, and growth planning—backed by real execution support, not just recommendations.
Do you offer one-off projects or ongoing advisory?
Both. We offer focused sprints for immediate needs and retainer-based or embedded advisory for longer-term transformation.
Is Stategis a good fit for early-stage startups?
Yes—especially if you’re preparing to raise capital, need a financial model, or want clear systems and priorities before scaling.
What industries do you specialize in?
Our core focus areas are SaaS, fintech, consulting, B2B services, and investment-backed ventures—but we’re flexible if there’s a strategic fit.
