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Connecting LeadingReach lets Rivvi read your referral book, appointments, and contacts — answer “how many outgoing referrals do I have?”, pull a referral’s status and recipient clinic — and write notes, tags, and follow-up tasks back to a referral. Connecting also provisions Echo, a standing referral-calling program (status checks, appointment capture, records requests). LeadingReach API credentials are issued by LeadingReach’s team — you cannot sign in with OAuth or paste a self-serve token the way you do with HubSpot.
1

Open Settings → Connectors → LeadingReach

Click Request access. That emails the Rivvi team to set up the connection with you.
2

If you already have credentials

Use the quiet Already have LeadingReach API credentials? Connect link. Rivvi still uses the LeadingReach connect path, not the generic sign-in flow.

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What Rivvi can do with LeadingReach

Read (allowed by default)
  • List outgoing and incoming referrals with status, patient, and clinic (with the real total).
  • Read a referral’s status, patient, reason, and recipient clinic.
  • Read a referral’s message thread.
  • List appointments, contacts, providers, and locations.
  • List referral tags, tasks, and your custom status vocabulary.
Write (asks for approval by default)
  • Write a note to a referral’s message thread.
  • Create and apply referral tags.
  • Create a follow-up task.
  • Ask a recipient clinic to schedule an appointment.

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Echo — standing referral calling

Echo is a program provisioned when you connect LeadingReach. It places outbound referral calls — status checks, appointment capture, and records requests — then writes call notes and completion tags back to the referral. Calling stays off until your BAA is signed — Echo moves protected health information. Connecting and querying your referral book in chat work right away; live calling is what’s gated. After the BAA, set how often and how many referrals Echo calls about on the LeadingReach connector (cadence). That takes effect on the next poll.

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