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// THE REFERRAL PROCESS

From Referral to Report
in 4 Steps.

Designed specifically for Houston PI attorneys — your part takes 60 seconds.

STEP BY STEP

How It Works for Your Firm

STEP 01

You Refer. 60 Seconds.

Three ways to refer — whatever takes less time: Text client name + phone + Houston zip to 832-691-6760. Or email admin@nextlevelchirocares.com. Or complete our 6-field online form below. No intake paperwork. No long forms. No insurance info needed yet — we get that from the client directly. For more context on what to expect after you refer, see our full attorney guide.

Prefer to learn more first? Read our FAQ.

WHAT YOU PROVIDE
  • Your name / firm
  • Client first name
  • Client phone number
  • Client Houston zip code
  • Optional: case notes

That's it. We get everything else.

WHAT HAPPENS AFTER REFERRAL
0-2 HRSClient called, nearest clinic confirmed
2-4 HRSUber Health scheduled if needed
24 HRSFirst appointment booked
24-48 HRSYou receive booking confirmation
STEP 02

We Call Your Client. Within 2 Hours.

Our coordinator calls your client within 2 hours of your referral. We confirm the nearest clinic to their home or work address. We explain the process. We pre-schedule their first appointment. If they need transportation, we arrange Uber Health on the spot. You get a confirmation text when the first appointment is booked.

Got a stalled case with a treatment gap? →
STEP 03

Patient Attends. We Track Everything.

We send automated appointment reminders via text and call — 24 hours before and 2 hours before each visit. If the client misses an appointment, we call within the hour to reschedule. You receive automatic updates at every 3rd visit completion. You're in the loop 100% of the time without having to chase anyone. Our 20-clinic Houston network means clients are never more than 15 minutes from care.

95%Patient compliance ratevs. 65% industry average without transportation
WHAT'S IN EVERY REPORT
  • SOAP notes (all visits)
  • Narrative summary
  • Causation language
  • Full treatment history
  • MMI status
  • Attorney-formatted PDF
  • Delivered in 48–72 hours
Ready to receive your first report? Send a referral →
STEP 04

You Get Reports. 48–72 Hours.

When you request reports, we deliver complete documentation within 48–72 hours — not 2–4 weeks. Every report includes: SOAP notes, narrative summary, causation language, treatment history, and MMI status. Attorney-formatted. Settlement-ready. Delivered via email as PDF.

Your Timeline After One Referral

0 MINYou text/refer
2 HRSClient called
4 HRSUber Scheduled
24 HRS1st Appt Booked
48 HRSConfirm sent
ONGOINGVisit updates
REQUESTReports 48-72h

Questions about the process? See our complete FAQ or send your first referral now.

SEND YOUR FIRST REFERRAL

Ready? Start Here.

Takes about 30 seconds. We respond within 2 hours.

You can also call or text Adrianna directly at 832-691-6760, or learn more about what attorneys receive when they work with our network.

1
Your Info
2
Client Info
3
Case Details

STEP 01 OF 03

Your Information

So we know who to confirm the referral with.

Step 1 of 3 · Takes about 30 seconds total