Built from the referral desk up.

Dual-cycle data hygiene engine

Built from the referral desk up.Find the specialist who takes the patient’s insurance.

The specialist referral directory. Search by place, insurance, age and new patients. What one coordinator confirms, the whole team inherits.A specialist directory for referral coordinators. Show every office in a state, a county or one town, filter by insurance, age and new patients, and see the day each detail was last checked.

  • No patient records
  • Every change reviewed before it goes liveEvery change reviewed
  • Two-step sign-in
Find an office for Cardiology, results by group, with the Bayside Cardiology Associates record open beside the list: its fax and phone with a copy button each, its website, what the office told us, and the insurance plans it accepts
Demo clinic with sample data. Numbers shown are not live.
Suggest a change on Bayside Cardiology Associates: the fax and the booking wait both marked Changed, each with what it was before
Suggest a change, start to finish: find the office, change what’s wrong, send it for review.

Demo clinic with sample data. Numbers shown are not live.

Started at the desk

“At my desk, the specialist list lived in a spreadsheet, and in whatever the last coordinator remembered.”

Will Berchtold, founder. Worked the referral desk at a community health center.

One directory your whole team keeps true.

  1. 01

    Search the way a referral is written

    Pick a specialty, then a place: a whole state, one county, or a single town or village. Narrow by insurance and age; taking new patients is one press.

  2. 02

    Every fact carries its date

    Each record says when it was last checked, and by whom. Read it before you rely on a number.

    • VerifiedChecked in the last 90 days
    • ReconfirmLast checked 91 to 180 days ago
    • UnconfirmedLast checked over 180 days ago
  3. 03

    What one coordinator confirms, the team inherits

    Suggest a fix on one office or a whole group. A reviewer approves it, then everyone has it.

Freshness

Every fact carries the day it was checked.

The foot of every record says when it was last checked and by whom: someone on your team, or the data hygiene engine. Read it before you rely on a number.

  • VerifiedChecked in the last 90 days, by your team or by the data hygiene engine.
  • ReconfirmLast checked 91 to 180 days ago: worth a call.
  • UnconfirmedLast checked over 180 days ago: treat insurance and phone as unconfirmed.
The foot of the office record for Greenwich Family Orthopedics: your own notes, the way to suggest a change or flag a problem, then who checked it and when (checked 12 Aug 2026 by your team, Dana Whitmore) and when the office was added and last changed
An office record: at its foot, who checked it and when.

Dual-cycle data hygiene

A directory that keeps its receipts.

Directories go stale quietly. Ours runs two cycles against that, and every fact shows when it was last checked.Directories go stale quietly. Ours runs two cycles against that.

01Build it true

Your current list, integrated. Offices we add are verified before they go in.

Your list

The resource list your organization already keeps, integrated into your directory. Some lists drop straight in; others take a working session with us.

Ours

Offices we add ourselves, verified by the data hygiene engine before they go in.

Your listOurs

Your list or ours, every fact shows when it was last checked. (Split shown for illustration.)

The directory
A figure-eight. The first loop is cycle 01: your list and ours flow into the directory at the crossing. The second loop is cycle 02: it runs out to your team, then back through a review into the directory.

02Keep it true

Your team confirms insurance, ages seen, new patients and closed offices during real referrals. A reviewer signs off.

Your team confirms it

The details that change fastest, confirmed in the middle of real referral work.

  • Insurance
  • Ages seen
  • New patients
  • Languages
  • Closed offices

Reviewed, then live

A reviewer signs off, then the whole team has the update.

You’re in the loop, not at the end of the pipe.

Inside the engineHow the engine works

Inside the app

Find the office, check the details, fix what’s wrong.Find it, check it, fix it.

Built around the questions referral coordinators answer every day, not a generic list of names.

The Cardiology search with its filters, then each office as a card with its town, fax and phone, new-patient answer and ages seen
Every office: each result with its town, new-patient answer and phone.

Search

Pick a specialty, then narrow it by insurance, age and town. Taking new patients is one press. The name box finds any office, practice or person.

  • Save up to ten searches on your account, or copy a link to the exact search.
Bayside Cardiology Associates open beside the results: its fax just copied, its phone and website, and what the office told us about new patients, Spanish, ages seen and booking
Open any office: its record slides in beside the list.Fax and phone copy with one press. Insurance plan by plan.

Office

Everything about an office on one card

Phone and fax copy with one press. Below them: who they see, which insurance they take plan by plan, and how long the wait is.

  • Mark verified stamps today’s date and your name once you’ve checked with the office.
Suggest a change for the Bayside Heart Partners group: the offices that match the search picked, where their answers differ, and one answer to set for all of them
One suggestion for every office in a group.

Suggest a change

Fix one office, or a whole group at once

Suggest a change on one record, or on a whole group of up to 50 offices. A reviewer sees every before and after, then approves it for the whole team.

  • Directory history keeps every approved or rejected update, newest first.

See every screen

Privacy and safety

Built around office details, not patient records.Office details, never patient records.

Office details only. No patient records, two-step sign-in, and a record of every change to the directory.

No patient records

Offices, practices and groups, never patients. Text boxes refuse anything that looks like a patient identifier before it is saved.

Text boxes refuse anything that looks like a patient ID.

Two-step sign-in

A 6-digit code from an authenticator app on your phone, on top of your password.

A 6-digit code from your phone, on top of your password.

Every support visit logged

When our support opens your clinic’s data in the app, the visit is recorded and your Masters see it. The full rules

If our support opens your data, your Masters see it.

Vendors named

Cloudflare serves the pages, Render runs the server, Supabase runs the database and sign-in. Every partner is listed in our Privacy Policy.

Every partner is listed in our Privacy Policy.

A directory, not a guarantee. Confirm before you send.

What’s on the benchNow, next and later. No dates yet.

Now: the app, verifying our first offices, signing the first alpha agreements.

Next: filling in Rhode Island, then parts of Massachusetts. The first wave at real desks.

Later: neighboring states, a paid second wave, a heads-up when a detail starts going stale.

The founder

Started at the desk.

Will Berchtold worked the referral desk at a community health center, where the specialist list lived in a spreadsheet and in whatever the last coordinator remembered. He built ReferralFinderPro for that one desk. ReferralFinderX is the directory it proved every referral desk needs.

Roadmap

What’s on the bench.

Where it goes next. No dates yet.

  1. Now
    • The app: search, office cards, fixes your team suggests, and a review before they go live.
    • Ask a question or report a problem from any page.
    • Verifying our first offices before they go in.
    • Signing the first alpha agreements.
  2. Next
    • Filling in Rhode Island, then parts of Massachusetts.
    • The first wave, at work at real desks.
  3. Later
    • Neighboring states.
    • A paid second wave, or a full beta.
    • A heads-up when a detail starts going stale.

The alpha

Pre-alpha. The first wave is forming.

Joining the alpha puts your desk inside the dual-cycle process from day one: your list integrated, our verified offices added, your team’s confirmations closing the loop. The first wave gets to shape the process while it is still being set.

Coverage numbers go up here as details are verified, office by office. Not a day sooner.

  • You get

    A free seat in the first wave

    Free. First wave only.

  • You get

    Your list, integrated

    Your current resource list integrated into ReferralFinderX, with our hands on it where the format needs them.

  • We ask

    Real referral work

    Use it on real referrals. Your team’s confirmations help keep the directory current.

The Alpha · first wave forming

Rhode Island or nearby? Join the free first wave.

About 4 to 6 weeks for most teams. Then a paid second wave.

  • A free seat for your desk in the first wave.
  • Your list, integrated, with our hands on it where the format needs them.
  • We ask: use it on real referrals.

Apply

Rhode Island or nearby? Apply for the Alpha.

The first wave is for referral teams at health centers, clinics and health systems in Rhode Island and neighboring states. The alpha runs about 4 to 6 weeks for most teams. Then: a paid second wave. Questions from your IT, security or compliance team are welcome before you apply.

Somewhere else? Send us a note anyway.

Email alpha@referralfinderx.com

This page loads nothing from other companies. Your answers go to our application server, which emails them to us.

Apply for the Alpha

Outbound referrals in a typical week

Leave out patient names, birth dates and record numbers.

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Somewhere else, or a question from IT? alpha@referralfinderx.com

How it works

Tickets, the dashboard, the tour and access levels, in one place.

See it all

Contact

Talk to the desk.

Whatever you send lands with someone who has worked a referral desk.

Send us a note

Please don’t include patient details.

Emailed straight to our inbox. Never stored in a database.

This form needs JavaScript. Or just email hello@referralfinderx.com.

Build it with us.Partnerships

If the office data behind a referral matters to you, write to us. Nothing to announce yet.

  • Health centers and clinics
  • Referral networks
  • Specialty practices
  • Health software teams
Write to us

Rather use email?

Please don’t include patient details: no patient names, birth dates, record numbers or insurance member IDs.