Small Business Drives 99% Efficiency in Lead Management

Tips & Tricks
Sep 4, 2014
3 Min Read

Physical therapy practices live or die on their ability to convert referrals into patients. PRO-PT, a multi-site physical therapy group in California, has reached an incredible 99% conversion rate thanks to an application built on Intuit QuickBase. The app stores and tracks patient data from referral to scheduling to insurance verification, ensuring that the practice is scheduling as many referrals as possible.

“QuickBase was an ideal solution,” says PRO-PT cofounder Todd Martin. ““Our staff was able to get to the patient faster because the information was all right there.””

From referral to patient

Managing approximately 140 referrals per week, primarily from doctors’ offices, proved to be a real challenge for PRO-PT. The referrals were stored in a Google Spreadsheet, which required a lot of manual effort to manage.

Todd Martin, Co-Founder, PRO-PT

“It was a nightmare. It was just a big, long spreadsheet. We couldn’t build a nice, easy workflow so people knew what they were responsible for. And once we got to around 5,000 line items it bogged down, slowing productivity and frustrating the users,” he says.

To increase productivity, Martin looked for a solution. He selected Intuit QuickBase for its ability to not only store referral data, but also to move referrals through the team’s existing workflow.

The net result of the referral management system is an increase in the rate of scheduled referrals from 92% to 99%. That increase alone represents about $30,000 of additional revenue for PRO-PT.

“QuickBase more than pays for itself,” says Martin.

Read the full case study on the Intuit QuickBase customer page.

Recomended Posts