Create referrals, find trusted providers near any client, coordinate treatment, and keep every record organized — without the phone tag, faxes, or email chains.
Merge Network gives your team one place to send referrals, track treatment, and stay on top of every provider relationship — instead of juggling spreadsheets, faxes, and inboxes.
Firm signs a PI case — client needs a treating provider.
Search the Merge Network map by specialty and location near the client.
Create the referral and assign it directly — the provider gets notified instantly.
See visit updates, treatment status, and scheduling as they happen — no chasing.
Request and receive records and billing documents through the same case thread.
HIPAA-compliant record exchange, encrypted file sharing, and full audit logging — backed by a BAA with Salesforce. Your firm's data isolation is enforced at the platform level, not just policy.
See how Merge Network fits your firm's referral workflow.