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If you experience issues registering for this webinar, please email or call the MGMA Service Center at 877.275.6462, ext. 1888 to register.

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This webinar – scheduled for October 6, 2026, at 1 pm ET (12 pm CT, 11 am MT, 10 am PT) – is eligible for ACMPE, ACHE (live only), CPE (live only), PDC (live only) and CEU credit, and will be made available as a recording.

In a survey of 302 medical practice leaders, 59% reported receiving more than 301 inbound calls per business day, 64% reported using a fax platform that was not integrated with the EHR, and one-third said they missed at least 11% of calls at peak periods. These operational gaps often create referral leakage, where referred patients never reach a scheduled appointment and the opportunity goes unmeasured.

This session provides a framework for evaluating the referral pipeline from intake and insurance verification through records retrieval, patient engagement, triage, and scheduling. Attendees will learn how to calculate referral leakage, which frequently goes uncounted yet can represent one of the largest opportunities for improvement; separate recovered referral revenue from labor redeployment; and identify which pipeline stage to automate first.

The session also examines the trade-off between scheduling patients immediately and confirming records readiness before booking. When records readiness takes days of manual work, practices must choose between speed and preparedness. When that work is compressed to hours, both can become available at once.

This 60-minute webinar will provide you with the knowledge to:

• Calculate referral leakage rate, days from referral receipt to scheduled appointment, and cost per referral processed
• Compare scheduling-on-first-contact and records-readiness operating models using access, workflow and patient-service criteria
• Develop an ROI analysis that distinguishes recovered referral revenue from labor redeployment savings0

Brought to you by Insight Health

Terms of registration: By registering for a complimentary sponsored educational webinar, participants understand that their contact information, excluding phone numbers, will be shared with the specific sponsor. Please reference their website's privacy policy.

Delivery method: Internet Live Course | Group Internet Based
Learning level: Intermediate - Education that builds on a basic curriculum, designed to improve your ability to analyze and apply skills learned to a topic or knowledge area.
Learning format: Traditional
Prerequisites: A basic understanding of the topic or knowledge area.
Advance preparation: None
Duration: 60 minutes

Claiming Credit: If you wish to claim continuing education credit, you must attend the live webinar and complete the session evaluation in order to meet the requirements of the accrediting organizations.

• ACMPE, medical practice administrators in certification and Fellowship through ACMPE
• ACHE, American College of Healthcare Executives Qualified Education
• CPE, Continuing Professional Education for accountants
  • Attendance at the live instructor-led program  
• CEU, generic continuing education credit
• PDC, professional development credits for the Society for Human Resource Management (SHRM)

For detailed continuing education credit information, click here.

**PLEASE NOTE: CEU credit types and totals are listed as a good faith estimate. Actual CEU types and totals offered at time of presentation may vary. Final CEU credit listing will be published on or before the day of the presentation.

Webinars are delivered live using online web conferencing software, which allows you to interact directly with presenters and colleagues through your web browser. 

This webinar will be hosted in Zoom Webinars and will consist of a 60-minute presentation and question-and-answer session. You will receive informational emails with instructions to access the live event and related resources, as well as steps to claim continuing education credits.

Review this resource for participating in Zoom Webinars or test your connection here.

This webinar is brought to you by Insight Health. There is no registration fee.

Live Instructor Cancellation Policy
If for any reason MGMA must cancel this program, MGMA will notify participants by email of the cancellation no less than 48 hours prior to the expected start time.

Contact the MGMA Service Center for cancellations or refunds:
Toll-free: 877.275.6462, ext. 1888
Email: service@mgma.org 

Complaint resolution policy
Please contact the MGMA Service Center toll-free at 877.ASK.MGMA (275.6462) for issues or concerns with this webinar.