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Healthcare Referral Marketing for Orthopedic Surgeons: Physicians, PTs, Chiropractors and Athletic Trainers

3 days ago
10 min read
Healthcare referral marketing for orthopedic surgeons: 90% of patients research a provider after a referral
Healthcare referral marketing for orthopedic surgeons now happens offline and online at once.

Referrals are the most important driver of growth in orthopedic practices.


As a surgeon with expertise and good reputation, physicians, physical therapists, chiropractors, and athletic trainers who believe and trust in you can refer you many patients. Therefore, professional relationships are one of the best ways to grow your practice. But the world of referrals has changed.


A new era of patient and patient-funded research has proven referrers check your website and online reputation before entrusting you with their patient. So, your orthopedic referral marketing must target both in-office and online simultaneously.


Doing so requires a delicate balance of constant relationship-building in person, a high-quality communication education and follow-up program, and a strong but simple online reputation management plan.


Healthcare referral marketing: then and now


Before

Now

How the referrer decides

Relationship and habit

Relationship, then an online check

What the referrer looks at

Your name

Website, subspecialty, reviews, availability

What the patient does

Books the appointment

Researches you again before booking

Where you win or lose

In the office

In the office and on Google


Referrals Still Drive Orthopedics, but Referrers Check You Online First

Referrals for care are still mostly produced by direct communication and relationships, but it now goes through an instant online fact check. Many referring physicians or therapists will go online first by looking you up, browsing your website, and scanning your reviews before deciding whether or not to refer a patient to you. If what they discover adds doubts to their decision, it can quietly cost you a referral. It has become part of what goes into your referring pitch, whether you acknowledge it or not.


Waffle chart: 90 in 100 patients research the provider on their own after receiving a referral
Patients check you online even after an orthopedic referral.

A Kyruus survey of 1,000 consumers found 90% always or sometimes research a provider on their own after getting a referral.


Key takeaway: Your website and reviews are part of every orthopedic referral, whether you plan for it or not.


The Five Orthopedic Referral Sources

The five orthopedic referral sources: primary care doctors, physical therapists, chiropractors, athletic trainers, pain physicians
Five orthopedic referral sources, five different reasons to refer.

Primary Care Doctors

Your first orthopedic referral sources are primary care doctors. They are still the biggest sources of orthopedic consults, especially for general musculoskeletal issues and screening. They are looking for straightforward access, easy-to-understand communication, and reassurance that their patients will be well managed.


Physical Therapists

Physicians rely on the expertise of their colleagues - the physical therapists who treat their patients with joint pain, sports injuries, and post-surgical needs each day. When conservative care is no longer helping, it means it’s time to refer the patient to a surgeon.


Patients in all 50 states can now see a physical therapist without a physician referral, which puts PTs first in line for many joint and sports patients.


Chiropractors

Chiropractors deal with patients with musculoskeletal problems every day. They refer patients to surgeons when they know that the cases are not within their scope of practice.


Athletic Trainers

Athletic trainers treat injuries on the spot. They attend to athletes who are injured during sports. They refer patients to orthopedic surgeons in cases of severe fractures, sprains, or joint dislocations.


Pain Physicians

Pain physicians see patients with chronic back and joint pain and identify candidates for surgery.


The five orthopedic referral sources

Source

When they refer

What they want from you

Primary care doctors

General musculoskeletal issues and screening

Easy access, clear updates

Physical therapists

Conservative care stops helping

Respect for their plan, updates

Chiropractors

The case is outside their scope

A clear yes or no on surgery

Athletic trainers

Fractures, sprains, dislocations

Fast access, sports knowledge

Pain physicians

Chronic back and joint pain with surgical signs

Shared candidates, fast consults


Physical therapy direct access in all 50 states and how to earn a PT's orthopedic referral
PTs often see the patient first. Earn their trust.

What a Referring Doctor Looks for on Your Website

Referring doctors look out for subspecialty concentration, conditions treated, accepted insurance, appointment availability, and an easy referral process. They can even look at your bio, credentials, and reviews. An up-to-date and well-designed website with easy-to-understand navigation reflects professionalism.


A referral passes through two online checks: the referrer's and the patient's
Every orthopedic referral passes through Google twice.

What a referring doctor checks on your website

What they check

Where it should be

Subspecialty concentration

Top of each surgeon page

Conditions treated

Condition pages linked from the bio

Accepted insurance

One clear list, easy to find

Appointment availability

"New patients seen within…" on the page

Referral process

A "Refer a patient" button on every page

Bio, credentials, reviews

Surgeon page with reviews shown


Surgeon Pages Written for Referrers

Your surgeon pages should talk to patients and referrers. To do this perfectly, you should include:


  • Subspecialty and areas of focus

  • Common cases and procedures performed

  • How quickly new patients are seen

  • The insurance accepted and a simple explanation of what the referral process looks like

  • Contact details for the referral team


Annotated surgeon page for referring doctors: subspecialty, cases, speed, insurance, referral team
Five answers a referring doctor scans for, above the fold.

Marketing fluff can discourage your referrals from reaching out. They want to know right away if you're able to solve their patient's issue and whether you're easy to work with.


Surgeon page checklist for orthopedic referrals

Element

Example

Subspecialty and focus

Sports medicine and knee

Common cases

ACL reconstruction, meniscus repair

Speed to see new patients

Within 3 business days

Insurance and referral steps

Plans listed, three-step referral

Referral team contact

Direct line, fax, online form


Making Orthopedic Referrals Easy

Each barrier is a loss of referrals. You can simplify the process by ensuring the following;


  • A brief online referral form which is mobile-friendly.

  • A telephone line that is answered by a staff member, not a robot.

  • Quick appointments, preferably within days.

  • Return confirmation to referrer that patient was seen.


Mobile-friendly orthopedic referral form with five fields and a send button
An orthopedic referral form a busy office can finish on a phone.

Time matters. If the referrer doesn't receive a reply from you on time, he or she may refer the patient to another surgeon.


Orthopedic referral friction and the fix

Barrier

Fix

Target

Long or paper-only form

Short mobile form

Under a minute

Phone tree or voicemail

Staff answer the referral line

Every call answered live

Weeks to an appointment

Hold new-patient slots

Seen within days

Referrer hears nothing

Confirm the patient was seen

Same week


Average wait to see an orthopedic surgeon rose from 11.4 days in 2017 to 16.9 days in 2022
New-patient orthopedic waits are getting longer. Speed wins referrals.

New patients waited 16.9 days on average to see an orthopedic surgeon across 15 large US metros in 2022, up 48% since 2017.


New-patient wait to see an orthopedic surgeon

Market

Average wait

15-metro average, 2017

11.4 days

15-metro average, 2022

16.9 days

Washington, D.C., 2022

5 days

San Diego, 2022

55 days


Key takeaway: Days, not weeks: fast access is the cheapest healthcare referral marketing an orthopedic practice can do.


Sports Medicine Referral Marketing: Schools, Club Teams, and Athletic Trainers

Athletic Trainers are relationship-oriented. Be a side coach, support team events, educate about concussion and injury, and be present anytime an athlete is injured. Schools and club teams are grateful for reliable medical partners. When a surgeon makes an appearance regularly, he or she becomes the program's go-to surgeon.


Athletic trainer coverage at US high schools: 31% of public and 45% of private schools have none
Where there is no athletic trainer, the coach decides who sees the injury.

About a third of US high schools have no athletic trainer at all, and 45% of private schools have none, per the Korey Stringer Institute.


Athletic trainer coverage at US secondary schools

School type

Full-time

Part-time

None

Public (16,076)

37%

32%

31%

Private (4,196)

27%

28%

45%


Sports medicine referral marketing activities

Activity

Who it reaches

How often

Sideline coverage

Athletes, parents, athletic trainers

Every home game

Team sponsorship

Families and coaches

Each season

Concussion and injury talks

Coaches and athletic trainers

Before each season

Fast injury appointments

Injured athletes

Same or next day


Talks, Lunches, and Education Events That Bring Referrals

Educational events build referrer confidence. Referrers have an opportunity to interact with you during lunch and learn sessions about new procedures, case discussions, and joint education and presentation events. Be approachable, brief, and always include time for questions. These events help to build relationships and maintain your practice in the mind of your referral partner when a referral opportunity arises.


Sample 30-minute lunch-and-learn agenda for orthopedic referral partners
A short, useful lunch-and-learn keeps you top of mind.

Referral marketing event formats

Format

Audience

Length

Lunch and learn

Primary care office staff and doctors

30 minutes

Case discussion

Physical therapists, pain physicians

45 minutes

Joint education event

Patients and referral partners

60 minutes

New procedure briefing

Referring doctors

20 minutes


Tracking Which Referrer Sends Which Surgeries

Without measurement, you can't grow what you don't have. You should monitor referral sources for admissions and link them to surgeries scheduled. A simple system, whether in your electronic health record or a spreadsheet, can help you determine which referrers are active, which have gone quiet, and where to spend time building relationships. Check data on a quarterly basis and follow up with referrers who have ceased referring.


Example referral tracking sheet with active, slowing and gone-quiet orthopedic referrers
A simple sheet shows who is sending surgery and who went quiet.

Orthopedic referral tracking sheet

Column

What to record

Referrer

Practice and provider name

Type

PCP, PT, chiropractor, athletic trainer, pain

Referrals

New patients sent this quarter

Surgeries

Cases scheduled from those patients

Last sent

Date of the most recent referral

Status

Active, slowing, or gone quiet


Quarterly orthopedic referral marketing cycle: track, review, follow up, educate
The quarterly orthopedic referral marketing cycle: track, review, follow up, educate.

Keeping Referrers Updated: Reports Back After Surgery

One of the most effective referral marketing methods is closing the loop. Send a short report to the referring provider after surgery. If applicable, the report should contain the procedure performed, important findings, and plans for follow-up. This shows respect, continuity of care, and reminds the referrer of your competence. This is because a consistent update is much more likely to get the next patient from a referrer who gets regular updates.


Post-surgery report to the referring provider: procedure performed, key findings, follow-up plan
The short report that earns the next orthopedic referral.

What to send a referring doctor after surgery

Section

What to include

Procedure performed

What was done and when

Key findings

What you found in surgery

Follow-up plan

Rehab, next visit, who to call

Thank you

One line thanking them for the referral


Referral loop data: 68% of specialists got no information before the visit; a third to half of loops are not closed
Most referrers never hear back. Closing the loop sets you apart.

Studies estimate a third to half of referral loops are never closed, so a short report back puts you ahead of most surgeons.


Referral loop research

Finding

Figure

Source

Specialists who got no information before the visit

68%

PCPs with no word 4 weeks after the visit

25%

Referral loops not closed

1/3 to 1/2

Referred patients who complete the visit

About 8 in 10


About 8 in 10 referred patients complete the specialist visit; help scheduling raises completion
Make booking the referral the easy part.

Healthcare Referral Marketing and Online Marketing Working Together

Referral marketing and online marketing are not two different marketing strategies; they complement each other. A referrer gets curious and searches your site when they hear your name. You are recommended to a patient who then searches for you again. Every referral is more likely to convert with good reviews and a professional online presence. Invest in them both and monitor their interactions.


Where orthopedic referral marketing meets online marketing

Moment

What happens online

What must be there

Referrer hears your name

Searches your site

Subspecialty, insurance, referral steps

Patient gets the referral

Searches you again

Reviews, photos, fast booking

Patient compares surgeons

Reads reviews

Recent, detailed reviews

Patient books

Uses your form or calls

Form that works on a phone


Intellius case study: a Dallas gastroenterologist earned 13,595 Google clicks and 10 to 15 ESG inquiries a month
A referral-driven specialty that also wins on Google.

Intellius saw this with a Dallas gastroenterologist, another referral-driven specialty: 13,595 Google clicks over 16 months and 10–15 ESG inquiries a month.


Key takeaway: In healthcare referral marketing, strong referrals still need a strong website, good reviews and fast booking to turn into surgery.


Healthcare Referral Marketing FAQs for Orthopedic Surgeons

How do orthopedic surgeons get more physician referrals?

Most referring physicians decide whether to send patients to a surgeon by how easy it is to refer, how well the surgeon communicates with them, and how fast the surgeon reports back after the surgery. A referring doctor wants to be sure that their patient will be seen quickly and that he/she will receive feedback about what happened. Relationships grow through programs lunch-and-learn events and ongoing follow-up. Making referrals simple and keeping the referring doctor updated makes a surgeon the first choice.


Do referring doctors look at our website?

Yes. Many of your referring doctors will review your website before they refer to you. They want information that is clear and straightforward to understand about your subspecialty focus, the conditions you treat, the insurance plans you accept, if you have available appointments, and how easy it is to refer. An up-to-date and professional website gives referrers the sense of being organized and trustworthy. If your site is outdated or confusing, you will lose referrals. Your website should be a component of your referral pitch, and referrers will.


How do we build a relationship with physical therapists?

Be honest and open, accept their conservative care, inform them when they refer a patient, and update them on surgical options if applicable. Physical therapists are the first to know when conservative measures are no longer sufficient. Treat them as partners in patient care; not simply a referral source. Physical therapists feel confident recommending you when they know you are good at making decisions and feel respected.


Is sponsoring a school team worth it for an orthopedic practice?

Yes, if done regularly. The presence of sideline coverage and team sponsorship increases athletic trainers', athletes' and their families' confidence. Athletic trainers are involved in the management of injuries in real time and require surgeons who are fast and knowledgeable in sports medicine. Athletic trainers are responsible for the management of injuries as they happen and require fast and sport-medically-knowledgeable surgeons. If an athlete is in need of special care, a practice that is consistent and regularly used by a school or club team should be the practice of choice.


How do we track referral sources?

When patients sign up for the first time, ask them where they heard about you and mark that in your system. This will allow you to see which referrers are actively referring patients and which have stopped. Regularly check the data each month or quarter to follow up with the referrers who are no longer referring patients and invest your time to build relationships with referrers.


Should we still market to patients if referrals are strong?

Yes. Patients still check out providers online even if they have lots of referrals. Having a professional website, good reviews, and information helps turn referrals into booked patients. Online marketing and referral marketing go hand in hand. When you don't tend to your online image, all your referrals lose value.


What should we send a referring doctor after surgery?

Provide a short report detailing the procedure carried out, the key findings, and the management plan. This helps to maintain continuity of care and ensure the referrer is kept updated on the patient's progress. It also helps to strengthen the referrer’s connection, demonstrating that you respect their trust and value their care coordination. A repeat referral is much more likely if the referrer is consistently kept updated.


How fast should we see a referred patient?

As soon as possible (within a few days). A quick response is a sign of respect for the referrer's trust and of your value of the referral. A few weeks' wait for an appointment may cause a patient to seek another appointment, and the referrer may be reluctant to refer other patients in the future.


Running a surgery center as well? See our guide to outpatient joint replacement marketing, and our orthopedic marketing agency playbook for the full plan.


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