This webinar – recorded on October 6, 2026 – is eligible for ACMPE and CEU credit.

In a survey of 302 medical practice leaders, 59% reported receiving more than 301 inbound calls per business day, 64% reported using a fax platform that was not integrated with the EHR, and one-third said they missed at least 11% of calls at peak periods. These operational gaps often create referral leakage, where referred patients never reach a scheduled appointment and the opportunity goes unmeasured.

This session provides a framework for evaluating the referral pipeline from intake and insurance verification through records retrieval, patient engagement, triage, and scheduling. Attendees will learn how to calculate referral leakage, which frequently goes uncounted yet can represent one of the largest opportunities for improvement; separate recovered referral revenue from labor redeployment; and identify which pipeline stage to automate first.

The session also examines the trade-off between scheduling patients immediately and confirming records readiness before booking. When records readiness takes days of manual work, practices must choose between speed and preparedness. When that work is compressed to hours, both can become available at once.

This 60-minute webinar will provide you with the knowledge to:

• Calculate referral leakage rate, days from referral receipt to scheduled appointment, and cost per referral processed
• Compare scheduling-on-first-contact and records-readiness operating models using access, workflow and patient-service criteria
• Develop an ROI analysis that distinguishes recovered referral revenue from labor redeployment savings

Brought to you by Insight Health

Terms of registration: By registering for a complimentary sponsored educational webinar, participants understand that their contact information, excluding phone numbers, will be shared with the specific sponsor. Please reference their website's privacy policy.

Delivery method: Internet Live Course | Group Internet Based
Learning level: Intermediate - Education that builds on a basic curriculum, designed to improve your ability to analyze and apply skills learned to a topic or knowledge area.
Learning format: Traditional
Prerequisites: A basic understanding of the topic or knowledge area.
Advance preparation: None
Duration: 60 minutes

Claiming Credit: If you wish to claim continuing education credit, you must attend the live webinar and complete the session evaluation in order to meet the requirements of the accrediting organizations.

• ACMPE, medical practice administrators in certification and Fellowship through ACMPE
• CEU, generic continuing education credit

For detailed continuing education credit information, click here.

This webinar consisted of a 60-minute presentation and question-and-answer session.

You will receive informational emails with instructions to access the recording and related resources, as well as steps to claim continuing education credits.