Inputs worth tracking
Referral volume trend, recency of last referral, contribution to priority service lines, observed friction, and documented relationship activity.
Use it to decide, not to decorate
The purpose of a relationship-health view is to produce a short prioritized list of actions, not another dashboard for leadership to interpret.
Written by the PrimeReferral team. Author attribution and credentials: placeholder pending final approval. This article is general business information and is not medical, legal, or compliance advice.