Case Study: Referrals That Schedule Themselves
Two Practices. Two Smarter Ways to Schedule Referrals.
At Boston Vision, Referring Providers Do the Work. At Panorama Eyecare, Patients Do the Work.
Which Model Fits Your Practice?
Boston Vision: Referring Providers Do the Work
By enabling referring doctors to schedule eligible appointments directly within Sophrona’s Referral Portal, Boston Vision eliminated scheduling friction at the source.
43% of eligible referrals scheduled in one month
Fewer handoffs and faster confirmations
A smoother patient experience from day one
Panorama Eyecare: Patients Do the Work
SmartScheduler invites patients to self-schedule immediately after referral via text or email — no phone calls required.
1,000+ appointments scheduled in six months
30–70% monthly conversion rates
Dramatically reduced outbound calling
However you work, Sophrona helps you work smarter — not harder.
Talk to our team to explore the right model for your practice.
“Even if they don’t book digitally, the message gets them moving. A lot of patients call us after receiving it. We’re no longer chasing them — they’re responding.”
Lindsey Tunney, Referrals Department Manager, Panorama Eyecare
Which Model Fits Your Practice?
Every practice works differently — and Sophrona’s solutions are built to meet you where you are.
If your referring providers value speed and tight coordination, provider-driven scheduling may be the right fit. Referring doctors schedule eligible appointments in real time, creating a seamless handoff and reducing follow-up work for everyone involved.
If your patients expect convenience and flexibility, patient-driven scheduling puts them in control. Patients self-schedule on their own time via text or email — reducing phone calls while keeping referrals moving.
Every practice is different. Your workflow should be too. Our solutions adapt to how you work today — and scale with you tomorrow. Explore what works best for your practice.
"Sophrona’s Referral Portal gives us a ‘single source of truth’ for referral data in our organization.
This allows us to set and manage KPIs around referral management and growth like never before.”Patrick Rosen, VP of Marketing, Panorama Eyecare
Ready to speak with someone about our Referral Portal?