Where are prospective patients lost between referral, scheduling, and the first visit?
Healthcare Businesses
Build growth and operating systems that fit how care actually works.
For physicians, practice leaders, and healthcare operators improving referrals, reputation, access, and workflows for patients, clinicians, staff, and the business.
Representative decisions
Questions this path helps you work through.
Start with the choice that matters most in your situation.
Which referral relationships deserve a repeatable follow-through system?
What work can be simplified without creating new burden for clinicians or staff?
Which measures show better access and continuity—not merely more marketing activity?
Worked Decision Loop
Illustrative example: a strong practice with inconsistent referrals
An independent physician has an excellent reputation, but referral follow-up is fragmented and prospective patients experience avoidable friction.
Define
Improve qualified referrals and completed appointments without compromising clinical fit or staff capacity.
Map
Map patients, families, referring clinicians, schedulers, front-desk staff, administrators, payers, and community partners.
Confront
Identify access barriers, dropped handoffs, capacity limits, privacy constraints, and incentives that reward volume over continuity.
Design
Create a referral map, response standards, useful clinician-facing content, ownership, and a simple follow-up workflow.
Test
Review referral quality, time to response, completed visits, patient experience, staff burden, and channel learning.
Illustrative example—not a claimed client engagement or outcome.
Resources and proof
Use something practical before deciding what comes next.
Mallet’s experience spans healthcare investment banking, healthcare investing, and health research.
Bring the broken handoff.
Share where patients, referrals, information, or ownership are being lost.
Bring the broken handoff