ReferaCare

Reports & insights

See what your marketing is bringing back

Every referral, visit and dollar becomes a clear report you can read in seconds — so you always know which relationships pay off, what your team is doing in the field, and where to spend next.

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Contact ROI

Which relationships actually pay off

For every person who sends you referrals, see how many became clients and what each conversion cost you. No spreadsheets, no guessing — just a straight answer to “is this relationship worth my time?”

app.referacare.com/reports/contact-roi
ReferaCare Contact ROI report: referrals, conversions, conversion rate, total spend and cost per conversion for each referral contact, with a summary showing 24 referrals, 9 converted, a 38% conversion rate and $122.25 cost per conversion.
Conversion rate and cost per conversion for each contact
Dollars spent lined up against clients won
Sort by who’s earning their keep — and who’s just lunches

Company Performance

The referral partners worth your time

Roll every contact up to the facility, hospital or practice they belong to, and see which organizations send the most business. Spot the partners where a second or third relationship would pay off.

app.referacare.com/reports/company-performance
ReferaCare Company Performance report: referrals, conversions, conversion rate and cost per conversion for each referring company, with an insight callout about multi-contact leverage.
Referrals and conversions rolled up by company
Multi-contact leverage: where one more relationship compounds
Cost per conversion at the organization level

Team Activity

See what your marketers do in the field

Your community liaison is usually your single biggest marketing expense — and the hardest to see. This gives you one line per person: visits made, dollars spent, referrals brought in and clients won.

app.referacare.com/reports/team-activity
ReferaCare Team Activity report: visits, spend, activities, referrals, conversions, tasks and scheduled visits for each team member over a date range, with a team total row.
Visits, spend, referrals and conversions per team member
A team total for the whole date range
Credit where it’s due — no reconstructing the week from memory

Visit Report

Which visits actually happened

Schedule field visits and ReferaCare tracks them against what really got done. Completed visits count; missed ones surface on their own, with a completion rate for each rep over any range.

app.referacare.com/reports/visits
ReferaCare Visit Report: scheduled, completed, missed and upcoming visits with a 54% completion rate, a per-rep breakdown and a chronological list of visits marked completed or missed.
Scheduled vs. completed vs. missed, at a glance
Missed visits flag themselves — nothing slips quietly
A completion rate per rep over any date range

Every report exports to CSV

Pull any report over any date range and download it with one click — ready to drop into a board update, a payroll review, or a conversation with a referral partner.

See these reports on your own referrals

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