Surgeon referrals need a callback within hours — not days
Your PT clinic receives referrals from 30+ surgeons and PCPs. When a surgeon's patient doesn't get a fast callback, that surgeon sends the next referral to your competitor. TriageCRM is a physical therapy CRM for PT referral management — it automatically flags surgeon referrals as critical, routes by PT specialty, and tracks your multi-step intake pipeline.
How TriageCRM works for PT clinics
Priority-flag surgeon referrals
Referrals from surgeons and physicians get automatic CRITICAL priority. Your team sees them at the top of the queue and calls back within hours — protecting the referral relationship.
Route by PT specialty
Each PT has different specialties. Orthopedic post-surgical referrals go to your orthopedic specialists. Sports injuries route to sports PT. Round-robin within specialties balances caseloads.
Track multi-step intake
PT intake is multi-step: inquiry → insurance verification → authorization → scheduled. TriageCRM's pipeline dashboard shows where every patient is in this process so nothing gets stuck.
Triage rules for PT clinics
- Surgeon referrals: IF source = SURGEON_REFERRAL → priority CRITICAL, alert office manager, tag referring surgeon
- Post-surgical: IF caseType = POST_SURGICAL → assign to orthopedic PT group via round-robin
- Sports injury: IF caseType = SPORTS → assign to sports PT group via round-robin
- Direct access: IF source = WEBSITE AND referralType = DIRECT_ACCESS → priority NORMAL, round-robin to intake
- Workers' comp: IF insuranceType = WORKERS_COMP → tag "Workers Comp", priority HIGH
IF
source EQUALS SURGEON_REFERRAL
caseType EQUALS POST_SURGICAL
THEN
Set priority to CRITICAL
Add tag Post-Surgical Rehab
Assign via Round Robin (Ortho PTs)
Physical therapy CRM questions
What is the best CRM for a PT clinic?
For clinics that need to priority-flag surgeon referrals and route by specialty, TriageCRM automates the entire intake workflow. See our referral tracking guide.
How do PT clinics manage physician referrals?
TriageCRM auto-flags surgeon referrals as CRITICAL and routes to the right PT specialist. Learn about patient inquiry triage.
Can TriageCRM track the full PT intake pipeline?
Yes. The pipeline dashboard tracks inquiry → insurance verification → authorization → scheduled, so you see where every patient is in the process.
How does specialty-based routing work?
Triage rules route by case type to the appropriate PT specialty group, then round-robin balances within each group.
How much does a PT clinic CRM cost?
TriageCRM starts at $0/month. See our pricing page.
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Never let a referral wait more than an hour for a callback.
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