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Referral relationships with other local providers

Daniel Luna
Daniel Luna
Founder, DPC Bookkeeper · November 2026 · 2 min read

Dentists, chiropractors, physical therapists and specialists may see patients who don't have a primary care doctor they can reach. If those providers know you and trust you, they'll mention you. The best relationships go both ways.

Who to get to know

How to start

Make referrals easy

Give them cards or a short link they can share, and a promise: "Anyone you send gets a call back within one business day." Then keep it. Why speed matters.

Keep it professional

Referrals should follow what's best for the patient. Don't pay or reward another provider for sending patients. Federal and state rules on referral payments between providers can be strict. Ask a healthcare attorney before setting up anything beyond a friendly relationship.

Track who sends members

In a made-up example, two dentists and a physical therapist send 10 members in a year. Thank them, keep them updated with patient permission where needed, and visit once or twice a year.

What I'd do this week

Common questions

Can I share patient information with them?
Only as allowed for care, or with patient permission. Ask your compliance advisor if unsure.

Do specialists refer to DPC?
Ask the ones you know, especially about patients who have no primary care doctor.

Should I send them a gift?
Keep it small and ask your attorney first. Rules on gifts between providers can be strict.

Want to know which sources bring members?

We reconcile every account every month and send your P&L and Balance Sheet by the 15th, so you can see what each new member is worth and what it cost to get them. If that's what you need, apply to work with us.