
Meet Our Team
We are a passionate team of automation experts with over a century of combined experience in creating digital enterprise solutions for the US healthcare industry (along with telecommunications, retail, and sports).
At Referralogix, we are focusing our healthcare and IT experience in solving the industry challenge of referral leakage.
We are here to make a real and lasting difference. To develop and improve advanced automated referral technology. So that together, we can save lives and save money.

Chief Executive Officer
Jim Lord

Dir. of Business Development
& General Counsel
Ramon Rodriguez

Product Delivery Officer
Craig Mertens

Adrian Moreno
Product Delivery Officer

Mike Baker
Business Development Partner

Philip Mattingly
Sr. Healthcare Consultant

David White
Chief Revenue Officer

Matthew Calderon
Graphic Design Specialist

Rudy Flores
Lead Graphic Designer

Jessica Flores
Lead Account Manager and Director of Clinical Integration

Sonia Smith
Executive Assistant

Our values

Honesty, clarity and openness are key to the patient referral lifecycle. Every transaction is reported for complete visibility, full compliance, and simple billing reconciliation between all parties.


We believe in supporting and inspiring everyone who works alongside us. From providers and patients to our employees and vendors, the more we empower, the more we succeed.


To us, this word means rural, urban, local and national. Our company exists not only to create an exceptional referral experience, but to support the environment, education, and each other.


What we're up to...

Giving Back
The more we work together, the more we achieve together. For this reason, we’ve chosen to support The Environmental League.
This inspirational nonprofit, focused on education and advocacy, inspires current and future generations to lead more socially responsible, yet naturally adventurous, lives.
The Environmental League utilizes project-based learning with high school and middle school students, in context with nature, to develop environmental awareness and strong critical thinking skills.