One partner, one code, one contract
Practice management creates the partner and picks the referral code — or has it generated from the name. A code already in use is rejected, whether it exists as a partner, discount or referral code. The partner contract can be signed digitally in Viali; a contract signed on paper is stored as a PDF.
One field for every code a patient brings
Discount code, another patient's referral code or a partner code — the same field takes all three. A partner link pre-fills it, for instance from a scanned QR poster. A recognised code shows "Referred by …" and creates the attribution at once; an unknown code never blocks the booking, it is simply noted.
Not everyone names the partner unprompted
The practice also attributes by hand, with a note on how you know. If the patient already carries another partner's claim, Viali reports it with that partner's name — a human decides which claim holds. A wizard also attributes past cases retroactively and records which of them were already settled outside Viali.
The commission comes out of the paid invoice
A planned surgery creates a pending commission, still without an amount. Only the paid invoice freezes rate and amount. Six conditions decide in a fixed order, and if one fails, that exact reason stands where the amount would otherwise be — never a blanket "not eligible".
The month it was paid — not the month of the surgery
An invoice paid in August falls into the August period, even if the surgery was in June. One run collects every payable commission plus any correction left over and produces a PDF statement per partner that names patients by initials only. Viali produces the statement; a human makes the transfer.
The call that otherwise gets forgotten
Every partner carries an owning team and a contact interval, 28 days by default. When contact falls due, Viali creates an ordinary team task on the task board — with the last contact, how many patients were referred and operated, what was earned and what is open. Recording the call closes the task and sets the next date.
What runs today — and what is still coming
The partner record and the contract are in service. The chain from booking to statement is being built; we would rather say where it stands than sell it as finished.
- Create a partner, choose or generate the referral code
- Sign the partner contract digitally — the same template engine as employment contracts
- Store contracts signed on paper as a PDF on the partner
- Commissions and IBAN visible to administration and management only
- One code field on the booking page for discount, referral and partner codes
- Manual and retroactive attribution, with a conflict notice instead of a silent double claim
- Commission calculated from paid invoices, frozen at the moment of payment
- Monthly statement as a PDF, sending and "mark as paid"
- Partner care with a contact interval and an automatic contact task