> ## Documentation Index > Fetch the complete documentation index at: https://support.rivvi.ai/llms.txt > Use this file to discover all available pages before exploring further. # Connect LeadingReach > Query your referrals and appointments in chat — and provision Echo, the standing referral-calling program. 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. Click **Request access**. That emails the Rivvi team to set up the connection with you. Use the quiet **Already have LeadingReach API credentials? Connect** link. Rivvi still uses the LeadingReach connect path, not the generic sign-in flow. ## 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. ## Echo — standing referral calling Echo is a [program](/workspace/programs) 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. ## Try it ```text theme={null} How many outgoing referrals do I have open? What's the status on this referral, and which clinic is it going to? Add a follow-up task on that referral for next week. ``` ## Next