webinar

How CSMO Automated 90% of Referral Workflows End to End

September 22, 2026

12:00 p.m. ET / 9:00 a.m. PT

Hear how a practice accelerated referral outreach, gained visibility into their pipeline, and converted 77% of referrals into scheduled appointments.

WHAT TO EXPECT

A personalized walkthrough of how Assort works for your specialty, with real examples from practices like yours. No generic pitch—just answers.

Reserve Your Spot

Hear how CSMO rebuilt its referrals process

Join Connie Roberts, PT, ATC, CHT, Chief Operations Officer, and Jensine Joseph, Phone Center Senior Manager, for a candid conversation about how their team transformed their referral process, helping to close care gaps faster and free up staff time.

Referrals are one of the most important drivers of patient access and practice growth—but they can also become an operational black hole.

At Center for Sports Medicine & Orthopaedics (CSMO), the referral team managed roughly 75 incoming referrals a day, each requiring multiple manual steps. Patients could wait three or four business days for initial outreach, while staff spent hours on repetitive administrative work.

Those delays create more than inefficiency. They increase referral leakage and lost revenue. Automating manual tasks speeds up outreach and gives staff more time to focus on patients.

Today with Assort, CSMO is automating approximately 90% of its referrals end to end and achieving a 77% referral conversion rate.

What we’ll discuss

What helped the organization automate approximately 90% of referrals
How better referral visibility supports operational and growth decisions
Lessons CSMO would share with other practices evaluating referral automation
See a live demo of Referrals and how the workflow runs end to end

Save your spot

Join us on September 22, 2026, at 12:00 p.m. ET for an honest conversation about what it takes to move referrals out of the black hole and build a faster, more visible, and more patient-centered process.

Speakers

Connie Roberts, PT, ATC, CHT

Chief Operations Officer

Center for Sports Medicine & Orthopaedics

Jensine Joseph

Phone Center Senior Manager

Center for Sports Medicine & Orthopaedics

Marie D’Aiuto

Patient Access Consultant

Assort Health