Referral partner program

Earn residual income
by referring businesses
to real solutions

No product to sell. No inventory. No upfront investment. You make warm introductions — we do the work — and you earn a 50% split of commissions on every engagement you bring in, for as long as that client is active.

Apply to become a partner See what you can refer
50%
Commission split on every closed referral
$0
Required investment to get started
7+
Commissionable services to refer across
Residual
Commissions continue as long as the client is active
Healthcare and beyond. While many programs serve hospitals, clinics, and practices, several also apply to self-insured employers, small and medium businesses, and any organization that needs capital or cost reduction.
How it works

Three steps from introduction to income

You focus on the relationship. The team handles the analysis, the proposal, and every deliverable.

01
Make the introduction
Connect us with a decision-maker at a medical practice, urgent care, hospital, employer, or business. A warm phone call, email, or in-person introduction is all it takes.
02
We do the work
Our team handles the analysis, delivers the proposal, manages compliance, and closes the client. Your job is done once the introduction is made.
03
You earn residual income
Once the client is live, you receive 50% of commissions generated — and that continues for the life of the engagement. One referral, ongoing income.
What you can refer

Seven commissionable programs across healthcare, employers, and business

Every service is results-based — clients pay nothing until measurable value is delivered. That makes your referral a low-friction conversation from the start.

Important: All programs are managed exclusively through WealthStream Coaching. Please direct all prospects to us — do not refer contacts directly to any service provider. This protects your commission, ensures proper tracking, and keeps the client experience consistent.
Hospital and health system services
Clinical records
Medical records synchronization and EHR integration
Most EHRs only capture what happens locally. When a patient's history is scattered across dozens of systems, missing context creates clinical risk and missed reimbursement. This service aggregates patient history from 2,500+ sources nationwide and delivers clinician-reviewed summaries directly into the provider's existing EHR — including care gap identification that may support additional billable events.
Residual commission on active engagements
IT asset security
Healthcare ITAD compliance advisory
The average healthcare data breach now costs $10.9 million — and 60% of IT disposal breaches happen in the chain-of-custody gap between a vendor and their downstream partners. We provide independent, vendor-neutral analysis of the client's IT asset disposition process at no cost. We are not an ITAD vendor — we evaluate certified providers and recommend the best fit for compliance and recovery requirements.
Commissionable — refer any organization with IT assets to retire
Revenue cycle
Healthcare RCM and third-party billing
Underpayments and denied claims are a persistent drain on margins. Our revenue cycle management program handles complex claims management with dedicated coding expertise, denial management, and a 98% initial claim acceptance rate. Refer any hospital, health system, or large practice dealing with billing complexity, denial volume, or revenue leakage.
Residual commission on active RCM engagements
Private practices and urgent care facilities
Laboratory
In-house PCR and molecular laboratory setup
For private practices and urgent care facilities looking to bring PCR and high-complexity molecular testing in-house, our laboratory implementation program handles everything end-to-end — licensing, staffing, credentialing, validation, and live operations — with custom-plated assays and ongoing concierge support. In-house testing adds new revenue and reduces turnaround time for patients.
Commissionable — refer practices and urgent care operators exploring in-house testing
Tax strategy
Advanced tax strategy and Section 179 planning
The One Big Beautiful Bill Act permanently restored 100% bonus depreciation and raised the Section 179 deduction cap to $2.5 million. For practices investing in equipment, diagnostics, or technology, the first-year tax treatment changed significantly in 2025. We connect practice owners and their CPAs with advanced tax strategy specialists who work exclusively with medical practice owners and high-income healthcare professionals — at no cost to begin the conversation.
Commissionable — refer practice owners, physicians, and their CPAs
Self-insured employers, SMBs, and business owners
Employer benefits
Self-insured employer health plan cost reduction
Self-insured employers — including small and medium businesses that self-fund their employee health plans — carry the full financial risk of those plans. We help reduce that exposure through carrier and plan comparisons, claims and utilization review, plan design analysis, and ongoing performance reporting, with no upfront fees. This opportunity is not limited to healthcare organizations. Refer any company of any size that self-funds its employee benefits.
Residual commission on active employer plan engagements
Business financing
Capital access for healthcare organizations and businesses
Healthcare organizations and business owners often need capital for equipment, operations, or growth at exactly the moment conventional lending moves slowest. We provide access to financing programs designed for organizations that need flexible capital: working capital, equipment financing, operational expansion, technology investment, and employer plan funding. The application is online and free. Refer any healthcare organization, SMB, or business owner that needs capital.
Commissionable — refer healthcare organizations and businesses of any size
Who to refer

Know anyone in these categories?
That is a referral opportunity.

Each client type below has at least one — often several — programs that apply directly to their situation.

Hospitals and health systems
Large provider organizations with complex billing, IT infrastructure, and patient record challenges across multiple departments and facilities.
Medical records syncITAD advisoryRCM and billingBusiness financing
Private practices
Independent physician groups, specialty practices, and multi-provider clinics investing in growth, in-house capabilities, or technology.
In-house lab setupTax strategyRCM and billingBusiness financing
Urgent care facilities
High-volume outpatient facilities that benefit from faster in-house testing, cleaner billing, and improved IT asset security as they scale.
In-house lab setupITAD advisoryRCM and billingBusiness financing
Small and medium businesses
Any SMB that self-funds its employee health plan or needs working capital, equipment financing, or operational funding — in any industry, not just healthcare.
Employer benefitsBusiness financingTax strategy
Who this is for

If you know the right people,
you have what it takes

We are not looking for salespeople. We are looking for connectors who already have relationships worth leveraging.

Healthcare administrators and medical billers
You already understand revenue cycle, billing gaps, and the operational pressure healthcare organizations face. You have relationships with practice managers, CFOs, and department heads. That context makes your referral warm before the first call is made.
Networkers and entrepreneurs
You are active in business communities, professional associations, or on LinkedIn. You know owners, executives, HR directors, and healthcare professionals — or you know people who do. Your network is the asset. This turns it into income without asking you to sell anything.
Basic requirements
Book a 20-minute call to apply
Ready to put your network to work?
A 20-minute call is all it takes to find out if this is a fit. No obligation, no pitch — just a conversation about which programs make the most sense for your network.
Schedule a call with Edd Or send an email