How Clearway Pain Solutions Built a Seamless Referral‑to‑Appointment Engine

Jeannine Spagna

“If I can dream it, your team can build it. The team is always listening, is responsive and is able to adapt quickly – and that’s top tier.”

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100%

Referred patients contacted

67%

Increase in multi-channel outreach

Higher

Conversion rates

Clearway Pain Solutions loves LeadSquared for:

  • Deep athenahealth integration
  • Streamlined referral management
  • Configurable dashboards and views
  • Partner-style implementation and support

100%

Referred patients contacted

67%

Increase in multi-channel outreach

Higher

Conversion rates

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About Clearway Pain Solutions

Clearway Pain Solutions is a leading integrative pain management organization dedicated to relieving pain, restoring function, and renewing quality of life. Clearway & their partner companies (The Center for Pain and Relievus Pain Management) deliver coordinated pain management through interventional treatments, rehab therapies, lab and pharmacy support and more.

Early Growth Challenges

With expansion across multiple markets, Clearway’s referral volumes quickly overloaded their shared inboxes and spreadsheets. Referrals came in through fax, e-fax, and email, but with no centralized tracking system, visibility and follow-through were limited. Conversion rates plateaued at about 70% of referrals to appointments, and the team knew there was room to improve.

Clearway needed a unified, compliant system that could:

  • Centralize referral intake across all channels
  • Standardize outreach through phone, text and email
  • Verify insurance eligibility without switching systems
  • Keep referral partners in the loop with automated updates

…all while maintaining HIPAA compliance.

Jeannine Spagna

“There was no way to communicate back to the referral source, and there wasn’t a good way to measure how long it was taking us to even make the first initial contact with a patient”

VP of Patient Experience Vice President, Operations Posterity Health

The Solution: A Dual System

Clearway implemented a dual-system approach: athenahealth for clinical documentation and scheduling, paired with LeadSquared as their HIPAA-compliant referral CRM. With this integration, coordinators now verify insurance eligibility, confirm demographics, and book appointments directly inside LeadSquared, with everything syncing bi-directionally to athenahealth.

Here’s what Clearway has achieved with LeadSquared:

  • A faster, stronger referral pipeline: LeadSquared transformed Clearway’s referral management system by delivering a ~20% boost in referral conversions, higher referral inflow and faster patient scheduling.
  • Automation that scales outreach: LeadSquared standardizes multi-channel engagement, so coordinators work from one system with SLAs, tasks, and templates fully visible. This ensures every referral receives timely follow-ups, with full visibility into time-to-first contact and attempt counts.
  • One platform for the team: Coordinators verify insurance, confirm demographics, and book appointments inside LeadSquared, with bi-directional sync to athenahealth. This eliminates system switching and data re-entry.
  • Visibility for leaders and partners: Role-based dashboards provide real-time insights into conversion, outreach performance, and SLA adherence. Automated status updates keep referring provider informed without manual effort.
  • Event-driven patient journeys: Updates in either system (new referrals, appointment scheduling, or changes in appointments) automatically trigger workflows in LeadSquared, ensuring faster response times and a more connected patient experience.
Jeannine Spagna

“Everything that my team does in LeadSquared is automatically in athenahealth. We can now run insurance and all other processes, so we can work out of one system and be the most efficient.”

VP of Patient Experience Vice President, Operations Posterity Health

The Impact: Higher conversions, happier partners

The impact was immediate and measurable. Referral-to-appointment conversion jumped from 70% to a consistent 78-82% each month. Patient access improved dramatically: 100% of referred patients in most markets are now contacted within 24 business hours, and legal patients in the Relievus market are reached within just one hour.

Outreach attempts increased by 67% across multiple channels, and the team no longer loses time to system switching or manual data entry. Staff can focus on what matters most: connecting with patients and coordinating their care.

Kent Rodgers

“With LeadSquared, we have a seamless, patient‑centered system that better serves our patients, providers, referral sources, and staff.”

Kent Rodgers Vice President, Operations Posterity Health