Partner onboarding
Invitation, account access, referral identities, role boundaries, and administrative management.
Partner and attribution engineering
Healthcare Referral & Partner Portal Development
Build referral and partner systems that connect links, registrations, orders, permissions, commission-related workflows, dashboards, and reliable reporting.
TryCatch Solutions provides software engineering services, not medical treatment, pharmacy services, legal advice, or regulatory certification.
Attribution workflows
Referral links and codes, persistence rules, lead and order association, deduplication, and correction paths.
Partner dashboards
Scoped views of permitted referrals, orders, statuses, and commission-related records.
Reporting and APIs
Consistent aggregates, exports, partner integrations, webhooks, reconciliation, and operational diagnostics.
Engineering for the complete workflow
A referral portal is a data relationship system, not just a promo-code screen. Attribution must remain understandable across sessions, registrations, orders, cancellations, duplicate claims, and partner access—while avoiding inappropriate exposure of patient or commercial data.
Attribution rules must be explicit
Before implementation, the business must decide how attribution works: first-touch or last-touch, how long evidence persists, what happens when a user changes device, and how cancellations or duplicate records affect reporting. These rules belong in a versioned specification and test suite.
- Referral links and human-readable codes
- Session-to-account attribution
- Registration-to-order relationships
- Duplicate and conflicting attribution handling
- Manual correction with an audit trail
Useful dashboards without excess data
Partners should see only the information required for their role. We design views around least privilege, stable reporting definitions, and clear status language. Administrative teams need separate tools for partner management, exceptions, reconciliation, and access control.
Commission-related workflow design
Commission calculations require agreed eligibility, status, refund, cancellation, and payout rules. We can implement these workflows and their reporting, while keeping private commercial terms and sensitive healthcare data out of public or partner-facing surfaces.
Practical questions
Frequently asked questions
Which attribution model should a referral portal use?
It depends on the commercial agreement and journey. First-touch, last-touch, and code-based models create different edge cases. We document the chosen rule and test conflicts before implementation.
Can the portal connect referrals to orders?
Yes, through explicit relationships and lifecycle events. The implementation should also address duplicate accounts, cancellations, refunds, and retrospective corrections.
Can partners use an API instead of a dashboard?
Yes. A scoped API and signed webhooks can support partner systems, with idempotency, authentication, retries, and observability designed into the integration.