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 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