Fill this in the car before you drive away. Two minutes now saves the reconstruction later.
One person per visit. Log a second visit if you spoke with two people worth a follow-up.
Collateral only. Anything of value beyond printed materials goes through compliance, never through this log.
Write what the contact said about referring, their process, and their timing. Never a patient name, initials, room number, diagnosis, or age. A single patient detail turns this into a regulated system that no field tool is licensed to hold.
Talk through the visit and we'll type it up for you. Review it before saving. The recording is deleted the moment it's turned into text — nothing is stored.
Every visit, every contact, every outcome, with dates. This is the file a buyer's diligence team asks for when they want to know whether the referral relationships belong to the company or to the founder.
CSV opens in Excel or imports into the master directory. Photographs stay in the record and travel separately.
The weekly backup emails a CSV to the address in BACKUP_EMAIL. If a backup fails, that address receives one alert for the incident while automatic retries continue; the Export history records recovery when delivery resumes.
Send a full export of all records to the backup address right now — useful before a handoff, after a data import, or when troubleshooting the weekly schedule.