Case Study: PRO-PT achieves 99% referral conversion with Intuit QuickBase

PRO-PT Gets to 99% Efficiency in Key Business Process with Intuit QuickBase

PRO-PT is a therapist-owned physical therapy practice in California’s San Joaquin Valley with five locations, 65 staff and about 1,700 patients per week. Handling roughly 140 referrals weekly became difficult with a sluggish, manual Google Spreadsheet: it slowed productivity at scale, offered little visibility into scheduling performance, and couldn’t provide customized views for different team roles.

Cofounder Todd Martin built a no-code Intuit QuickBase app to log, track and automate referrals, create role-based dashboards, and enable mobile access and fast reporting. The streamlined process raised scheduled-referral conversion from 92% to 99%—adding about $30,000 in annual revenue—while increasing user satisfaction and visibility into scheduling and referral tracking.

PRO-PT

Todd Martin

Co-Founder, PRO-PT