> ## Documentation Index
> Fetch the complete documentation index at: https://docs.rivvi.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# Connect LeadingReach
> Query your referrals and appointments in chat — and turn on Echo, the autonomous referral-calling program.
Connecting LeadingReach lets Rivvi read your referral book, appointments, and contacts — answer *"how many outgoing referrals do I have?"*, pull a referral's status and recipient clinic — and write notes, tags, and follow-up tasks back to a referral.
Connecting also provisions **Echo**, an autonomous referral-calling program.
LeadingReach connects through its own guided flow (not a generic credential form). Open it from **Settings → Connectors → LeadingReach**.
## What Rivvi can do with LeadingReach
**Read (allowed by default)**
* List outgoing and incoming referrals with status, patient, and clinic (with the real total).
* Read a referral's status, patient, reason, and recipient clinic.
* Read a referral's message thread.
* List appointments, contacts, providers, and locations.
* List referral tags, tasks, and your custom status vocabulary.
**Write (asks for approval by default)**
* Write a note to a referral's message thread.
* Create and apply referral tags.
* Create a follow-up task.
* Ask a recipient clinic to schedule an appointment.
## Echo — autonomous referral calling
Echo places outbound referral calls — status checks, appointment capture, and records requests — then writes call notes and completion tags back to the referral.
Echo is **provisioned automatically** when you connect LeadingReach. Calling begins once your **BAA is signed** — because Echo moves protected health information, dialing stays off until that's in place. Connecting and querying your referral book in chat work right away; live calling is what's gated.
## Try it
```text theme={null}
How many outgoing referrals do I have open?
What's the status on this referral, and which clinic is it going to?
Add a follow-up task on that referral for next week.
```
## Next
Work referral follow-ups in the workspace.
Back to all connectors.