Introducing Partner Hub

Referrals don't only come from your patients or your employees — some of your best leads come from the businesses and professionals already in your corner. Partner Hub gives those relationships their own dedicated home, so referral partnerships get the same tracking, automation, and recognition your other referral types already enjoy.

What Is Partner Hub?

Partner Hub is a new product built specifically for partner-type referrals — leads that come from other businesses, consultants, and professional relationships rather than from your patients, clients, or employees. It plugs directly into the referral engine you already know, so Partners get their own campaigns, their own dashboard view, and their own way of being acknowledged and thanked.

Who Counts as a Partner?

A partner can be either:

Individual Member — a single person who refers business your way, like a consultant, a specialist, or another single practitioner. Think of them as a person first, not a company.

Organization — a business with a team behind it, like a dental practice, a physical therapy clinic, or a local gym. The Organization represents the business as a whole, not any one person inside it.

Choosing the right type up front keeps your Partner list clean and your reporting accurate.

Built for Omnidirectional Referrals

If you've spent time in your Referral Dashboard, you've already seen the All / Patient / Employee / Partner tabs sitting at the top. Partner Hub is what powers that Partner tab — every partner you add, every share, and every converted lead flows into the same dashboard, trend charts, and lead pipeline you already rely on for Patient and Employee referrals.

And because every customer gets a free, fully functional lead pipeline for any member type they don't own, you don't need to purchase a separate product just to start capturing partner leads. You can work those leads right inside the free version until you're ready to do more with them.

What You Can Do With Partner Hub

Add Partners as individuals or organizations, with their own logo, contact info, and lead source
Track performance for each partner — shares, views, referrals, and conversions — right alongside your Patient and Employee data
Automatically acknowledge partners with a thank-you the moment a referral converts, no manual step required
Hand off ready-to-use assets — flyers, posters, referral pads, and QR codes — so your partners can start referring on day one
See the full relationship in one place, including every lead a partner has sent you, right on their profile

Why It Matters

Referral partnerships tend to live in someone's inbox or a spreadsheet — a flyer here, a verbal thank-you there, no real way to see who's actually sending you business. Partner Hub turns that informal relationship into a tracked, recognized program:

You know who your best partners are, not just who you think they are.
Your partners get credit — and a genuine thank-you — automatically, so the relationship stays warm without extra manual work on your end.
Your team can hand a partner a professional, print-ready flyer or QR code in seconds instead of designing something from scratch.

Whether it's a specialist who sends you patients, a local business that refers customers your way, or a consultant who vouches for your services, Partner Hub gives that relationship the visibility and follow-through it deserves.