Home / Compare
An honest comparisonWe sell one of these, so read this as a partisan document — but a checkable one. Here is what each approach does well, what it costs, and when you should choose something other than us.
At a glance
| What you are comparing | The usual market pattern | Refer |
|---|---|---|
| Pricing | Enterprise platforms are quote-only; where prices are published, paid tiers often still say "contact sales". | $150 / $300 / $600 printed on the pricing page |
| Billing unit | Per physician per month — commonly $99 to $149, billed annually. | Flat per practice, unlimited staff logins |
| Fax handling | Often metered — cents per page received, more per page machine-read — or capped at a monthly document allowance. | Signed fax intake included, no per-page charge |
| Which side it serves | Most tools are built for the sender — the practice making referrals — or split focus across CRM, scheduling and call-centre products. | Receiver-first: the queue belongs to the practice being referred to |
| Closing the loop | Usually requires the referring practice to join the same network and log in to see status. | Printable status letters — the referrer needs no account |
| Status tracking | Custom statuses are flexible, which also means a referral can be moved anywhere by anyone. | Five enforced states; illegal jumps refused, terminal states frozen |
| Aging alerts | Often part of a paid analytics tier rather than the base product. | 48-hour aging alerts standard on every tier |
| BAA | Compliance badges are common; an explicit "BAA included" rarely appears on the marketing page. | Signed in the signup flow at every tier |
| Onboarding | Enterprise sales cycle, then an implementation project with a named project manager. | Self-serve; point your fax line at the endpoint and start |
These are general patterns across referral-management vendors rather than any single company's current terms, which change and are usually negotiated. Verify the specifics with whoever you are evaluating — particularly what happens to referrals arriving by fax, and whether your referring practices have to sign up to see status.
Pick the right one
Right for you if your referral volume is low enough that nothing is ever waiting, and one person can reliably tell you the status of anything a referrer asks about.
Right for you if the practices that refer to you are already on the same network — or will realistically join. If most of them still fax, the network solves the easy half of your intake.
Right for you if you are a health system or a large group with an implementation team and a budget cycle. A ten-person specialist clinic will spend more on the project than on the software.
Right for you if you are the practice receiving referrals, most of them still arrive by fax or portal, and you want to close the loop without asking every referrer to adopt software.
The question worth asking
Ask every vendor on your shortlist. The answers separate them quickly: some meter it per page, some cap the number of documents per month, some assume the referral was never a fax in the first place. Research consistently finds that a large share of referrals never close the loop — and intake is where that starts.
Referral-leakage figures cited across this site come from published industry research rather than our own customer data.
If a network or an enterprise platform fits your situation better, we would rather say so now than onboard you into the wrong tool.