Marketing
Referral Tracking
Generate a unique referral link for each patient so new records arrive carrying who recommended them.
The strongest channel in medical tourism is usually the happy patient, and it stays invisible precisely because nobody measures it. When “a friend recommended you” never makes it into a record, you never learn which patient brought in five more. MoonCRM generates a unique referral link for every patient, and a lead arriving through it is created with the person who sent them already attached.
What you can do
- Unique referral token per patient
- Generate and delete referral links
- Public referral page with a submission form
- Incoming records linked to the referring patient
- List of every lead a patient has referred
- Referral source included in reporting
Highlights
A link per patient
Generate a referral link that belongs to one specific patient from their record — and delete or regenerate it whenever you need to.
Public referral page
The link opens a public page where the referred person can leave their details, and the new record lands straight in the CRM.
Who brought whom
The new record is attached to the referring patient, so their card shows every lead they have sent your way.
Measurable word of mouth
Referred leads can be reported alongside your other sources, making what recommendation actually produces visible.
Getting started
Setup takes three steps
An implementation specialist works with you at every step. No technical team required.
- 1
Generate the link
Create the referral link from a satisfied patient’s record.
- 2
Send it to them
Share the link over WhatsApp so the patient can pass it on to the people around them.
- 3
Watch who delivers
Follow the leads each patient brings in from their record and learn who your strongest advocates are.
Frequently asked questions
Our team knows medical tourism operations inside out. Let’s review your process together in a 15-minute call.
All questions How does the referral link work?
Each patient gets a unique token. A submission made on the public page carrying that token is attached to the referring patient’s record.
Can I revoke a link?
Yes. You can delete a patient’s referral link from their record and generate a new one whenever you want.
Can I see how many people a patient brought in?
Yes. The patient record lists the leads created through their referral, and the referrer-to-referred relationship is stored on the record.
Other modules
WhatsApp Integration
Bring multiple WhatsApp lines into one inbox and message patients, contracted hotels and transfer companies from the same screen.
Patient & Lead Management
Every lead lives on one record — status, category, consultant, services, tags, call notes and reminders in one place.
Operations: Hotel, Transfer, Flight
Appointment, doctor, hotel, transfer, room type and flight details live inside the patient record — with every visit stored separately.
See Referral Tracking in action
In the demo we walk through this module against your own process. Thirty minutes, no sales pressure.