ReferralFlo
Healthcare & Wellness

Word of mouth, with consent built in

Practices grow on trust — a patient telling a friend 'they actually listened.' ReferralFlo makes that moment measurable with forms you design, consent captured on every submission, and only the fields you choose.

Consent rules on every form You choose what's captured Full audit logging
A clinician talking warmly with a patient
Havenwell Clinic
Refer a friend to Havenwell
havenwell.co/r/sarah
Copy
Every submissionConsent on form
The problem you already have

Ask any practice where new patients come from and you'll hear the same answer: "friends recommend us." Ask which friends, how often, and whether anyone thanked them — silence.

What most practices do: a 'how did you hear about us?' box on the intake form, tallied never. The front desk knows the names; the marketing budget goes to ads anyway.
What ReferralFlo does: gives patients and members a simple, branded way to refer — with the form's fields and consent language fully in your control, and every referral tracked from share to first visit.
92%
of consumers trust recommendations from people they know
Nielsen
20–50%
of purchasing decisions are driven by word of mouth
McKinsey
18%
lower churn among customers acquired by referral
Wharton / Journal of Marketing
How it runs here

From a waiting-room recommendation to a first visit

Each step shows the human moment — and what ReferralFlo records beneath it.

1
Dana joins the program
A long-time patient opts in through your branded portal.
Advocate record + personal referral link
2
She refers a friend
The form asks only what you configured — with consent right on it.
Lead form builder: your fields, required rules, consent
3
The friend books
Your team marks the referral converted when the first visit happens.
Lifecycle updated via dashboard or API — your call
4
Dana gets thanked
A wellness credit or gift — automatically, not eventually.
Reward approved and fulfilled; every step audit-logged
Why practices run it on ReferralFlo
01
You control every field
The lead form builder captures exactly what you decide — contact details and consent, nothing more. Required rules and consent language are yours to write, per program.
02
Trust-grade record keeping
Full audit logging on advocate, referral and reward actions, with role-based access for your team. The program's history is always inspectable.
03
A patient experience that feels like you
White-label portal and emails on your domain, in your voice — a warm thank-you flow, not a third-party coupon machine.

Front desk always knew referrals drove the practice. Now we can see it — and thank people the same week instead of never.

Dana Kim
Dana Kim
Practice Director, Havenwell Clinics
The member's view

A portal patients actually return to

Their link, their referrals' status, their rewards — in your brand, installable on their phone. Advocacy becomes a relationship, not a one-off favour.

Acme Co. ReferralsYour brand, your domain
Welcome back, Sarah
Platinum track · Level 7
Streak 12 weeks
0
Link clicks
0
Referrals
0
Conversions
$0
Earned
app.referralflo.ai/r/sarah-chen
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LinkedInXWhatsAppEmail
Progress to next level1,480 / 1,600 XP
First Referral
5 Verified
Power Sharer

Is this the right fit for your team?

Built for
Clinics, dental and vision practices, therapy and wellness studios, med-spas and healthcare-adjacent consumer brands growing on patient trust.
What's included
Consent-configurable referral forms · branded portal + installable app · lifecycle tracking to first visit · rewards via Stripe, PayPal or Tremendous · audit logging · role-based team access.
Works with
Your existing systems via Zapier and the REST API, and an employee referral program for hiring clinicians — same platform, separate program.
Everything included

The details that make it dependable

Consent on every form

Your consent language, required before submit.

Fields you choose

Capture contact details you decide on — only those.

Branded portal & PWA

Your practice's name, colours and domain.

Lifecycle tracking

Shared → submitted → converted (first visit).

Audit logging

Every referral and reward action, recorded.

Role-based access

Front desk, marketing and owners see their scope.

Gentle lifecycle emails

Thank-yous and updates from your domain.

Rewards that fit care

Credits, gifts or donations-style payouts.

Common questions

What patient information does the referral form collect?

Only the fields you configure. The lead form builder sets fields, required rules and consent language per program — most practices capture a name, a contact detail and explicit consent, nothing else.

Who on our team can see referral data?

Access is role-based: invite teammates with scoped permissions, and every action on advocates, referrals and rewards is written to the audit log.

How do rewards work for a practice?

Rules are yours: fixed credits, milestone gifts, or cash-style payouts fulfilled through Stripe, PayPal or Tremendous, released on the lifecycle state you choose — typically the first completed visit.

Ready to grow with referrals?

Launch your program in days, not months. See it live in a personalized 30-minute demo.