Spring has just hired a Physician Liaison in New York to grow referral volume and report it weekly by channel. But the referral tools stop short of the newest markets: the downloadable referral pads cover six markets and not Long Island, Sacramento or Danville, and the Refer a Patient form cannot send a patient to Long Island or Sacramento at all. An OB-GYN in Garden City who wants to send a patient to the Long Island clinic, with its own IVF lab, has to pick "New York" and hope it reaches the right team. The form also never asks how the provider heard of Spring, so the weekly report by channel has nothing to count.
First action
Add Long Island and Sacramento to the form's location list today.
How to measure it
Provider referrals from New York and Long Island
- Now
- –
- Target
- +30%
- By
- 90 days
Steps
Fix the form
Every clinic in the location list, plus channel and practice fields.
Website Manager 1 day
Make the pads
Long Island, Sacramento and Danville pads in the current design.
Marketing Manager 1 week
Add QR links
Each pad opens the form with its clinic preselected.
Website Manager 2 days
Route to Salesforce
Clinic, channel and practice on every referral record.
Director of Operations 1 week
Confirm receipt
Email to the referring office within one business day.
Front Desk Coordinator ongoing
Deliver in person
New pads handed out on the first Long Island visits.
Physician Liaison and Community Manager 2 weeks
Report weekly
Referrals by clinic and channel, as the role requires.
Physician Liaison and Community Manager weekly
Why it works
Add Long Island, Sacramento and every clinic to the referral form, publish referral pads for Long Island, Sacramento and Danville, and give each pad a short web address and QR code that open the form with the clinic already chosen. Add two fields: "How did you hear about Spring?" (liaison visit, lunch-and-learn, webinar, colleague, search) and "Referring practice". Send every referral into Salesforce with the clinic and channel, and confirm receipt to the referring office by email within one business day.
Referring offices send patients where referring is easiest, and a referral the liaison can trace to a visit is one the liaison can repeat. It turns the new hire's first weeks into measurable referrals instead of a spreadsheet of visits.
Ready to use
ChecklistReferral path for every clinic
[ ] Long Island and Sacramento in the Refer a Patient location list [ ] Referral pads for Long Island, Sacramento and Danville [ ] QR code and short link per pad, clinic preselected [ ] "How did you hear about Spring?" and "Referring practice" fields [ ] Every referral in Salesforce with clinic and channel [ ] Receipt email to the referring office within one business day [ ] Weekly referral report by clinic and channel
Risks and how to handle them
Referrals still arrive by fax
Give faxed pads the same QR code and log them in Salesforce by hand.
Too many fields put offices off
Keep the two new fields short and optional.
Evidence
- HiringPhysician Liaison and Community Manager (New York, posted October 1, 2026): builds relationships with "referring physicians, medical practice groups, supplementary wellness providers, and community partners in order to increase referral volume"; duties include "Introducing new Spring physicians to the market", "Report weekly on referral volume by channel, tracking activity and effectiveness of outreach", coordinating "in-house informational sessions, community events" and working "closely with Marketing to develop collateral to support outreach". Salesforce or CRM experience is a plus; $90,000-$110,000 plus bonus.Source
- Your websiteFor Referring Providers page: downloadable referral pads for San Francisco, Oakland, Silicon Valley, NYC, Portland and Denver only (none for Long Island, Sacramento or Danville); a Physician Resource Library of webinars (Recurrent Pregnancy Loss, Unexplained Infertility, Endometriosis, Clomid vs. Letrozole, Egg Freezing); in-office education ("We're happy to bring breakfast or lunch for your team"); visits are requested by email.Source
- Your websiteRefer a Patient form: the Preferred Location list offers San Francisco, San Francisco - SOMA, Oakland, Redwood City, Sunnyvale, Danville, New York, Portland and Denver, with no Long Island or Sacramento; "Interested in" offers only "Initial Consult: Fertility" or "Initial Consult: Egg Freezing"; there is no field for how the provider heard of Spring, and procedures such as HSG and semen analysis need "a signed order to be faxed".Source
- Your websiteLong Island page: "Personalized fertility care in Garden City, with an on-site IVF lab". The sitemap holds 111 Long Island URLs, mostly neighbourhood pages ("garden-city-fertility-clinic", "hempstead-egg-freezing" and so on, one slug spelled "yosset"), and 131 New York City URLs including a duplicate "downtown-brooklyn-fertility-doctor-2".Source
- Your websiteSacramento page: care starts with "a virtual initial consult", monitoring happens at a partner clinic in Roseville, and egg retrieval or embryo transfer at Spring's Oakland or Sunnyvale labs; "Spring Fertility Sacramento is in-network with Progyny".Source