The Post-Acute CRM for Home Health and Hospice
What managers can’t see hurts growth.
Admissions lag reality. By the time numbers move, the opportunity—or problem—has already passed.
The Blind Spot
Most hospice and home health teams rely on census and admissions to understand performance. Those are outcomes, not signals.
Where the signal actually lives
The real story lives in visits: who was seen, what was discussed, what changed, and what didn’t.
The consequence
Without visibility into field activity, coaching becomes retrospective and growth becomes reactive.
Without visibility into field activity, coaching becomes retrospective and growth becomes reactive.
The Consequence
The real story lives in visits: who was seen, what was discussed, what changed, and what didn’t.
Where the signal actually lives
Most hospice and home health teams rely on census and admissions to understand performance. Those are outcomes, not signals.
The Blind Spot
Referral growth follows a simple progression
Capture every visit
Field activity is logged in seconds, not hours—while context is still fresh.
See movement (or stalling)
Accounts don’t just exist; they progress, stall, or regress.
Turn repetition into signal
Consistent meetings without progression surface early—before referrals are missed.
Act before numbers move
Managers coach earlier, coverage adjusts sooner, and growth becomes intentional.
Drive Admissions
Small improvements in consistency lead to measurable census growth.
AI for You
Smart prompts, preloaded insights, flexible, filterable inquiries, and helpful analyses woven into the entire app.
Live in Five™ Minutes
Minute 1: Sign up, add team emails
Minute 2: Team clicks invite link, they're in
Minute 3: First liaison logs meeting from phone
Minute 4: Meeting appears on your dashboard
Minute 5: AI has digested the meeting
Know Where to Go
Give liaisons clarity every morning — see exactly which accounts need attention.
Account Progression
See every account’s stage, momentum, and opportunities at a glance.
Improved Coaching
Instant visibility into rep performance trends so managers can guide, not guess.
Drive Admissions
Small improvements in consistency lead to measurable census growth.
AI for You
Smart prompts, preloaded insights, flexible, filterable inquiries, and helpful analyses woven into the entire app.
Live in Five™ Minutes
Minute 1: Sign up, add team emails
Minute 2: Team clicks invite link, they're in
Minute 3: First liaison logs meeting from phone
Minute 4: Meeting appears on your dashboard
Minute 5: AI has digested the meeting
Know Where to Go
Give liaisons clarity every morning — see exactly which accounts need attention.
Account Progression
See every account’s stage, momentum, and opportunities at a glance.
Improved Coaching
Instant visibility into rep performance trends so managers can guide, not guess.
Drive Admissions
Small improvements in consistency lead to measurable census growth.
AI for You
Smart prompts, preloaded insights, flexible, filterable inquiries, and helpful analyses woven into the entire app.
Live in Five™ Minutes
Minute 1: Sign up, add team emails
Minute 2: Team clicks invite link, they're in
Minute 3: First liaison logs meeting from phone
Minute 4: Meeting appears on your dashboard
Minute 5: AI has digested the meeting
Know Where to Go
Give liaisons clarity every morning — see exactly which accounts need attention.
Account Progression
See every account’s stage, momentum, and opportunities at a glance.
Improved Coaching
Instant visibility into rep performance trends so managers can guide, not guess.
Make field work visible—without changing how people work
Minute 1: Sign up, add team emails
Minute 2: Team clicks invite link, they're in
Minute 3: First liaison logs meeting from phone
Minute 4: Meeting appears on your dashboard
Minute 5: AI has digested the meeting
Live in Five™ Minutes
Insights are generated automatically from real activity—meeting notes, cadence, tone, and progression—so managers see what’s happening early.
Embedded Insight (AI)
Insights are generated automatically from real activity—meeting notes, cadence, tone, and progression—so managers see what’s happening early.
Embedded Insight (AI)
Know Where to Go
Every liaison knows which accounts need attention.
Account Progression
See every account’s stage, momentum, and opportunities at a glance.
Improved Coaching
Managers coach with evidence, not instinct.
+1-2 Monthly Admits
Small improvements in consistency lead to measurable census growth.
AI That Helps
Smart prompts and analyses woven into every screen.
Live in Five Minutes
Get your team running today — no training required.
Know Where to Go
Give liaisons clarity every morning — see exactly which accounts need attention.
Account Progression
See every account’s stage, momentum, and opportunities at a glance.
Improved Coaching
Instant visibility into rep performance trends so managers can guide, not guess.
Embedded Insight (AI)
Insights are generated automatically from real activity. Managers see what’s happening early.
Live in Five Minutes
Sign up. Invite team. First meeting logged from phone. Dashboard updates. AI analyzes. Five minutes. No training..
Know Where to Go
Every liaison knows which accounts need attention.
Improved Coaching
Managers coach with evidence, not instinct.
Account Progression
See every account’s stage, momentum, and opportunities at a glance.
+1-2 Monthly Admits
Small improvements in consistency lead to measurable census growth.
What teams notice once activity becomes visible
“Within the first week, our daily logged meetings rose noticeably—
almost double. It was the first time I could actually *see* momentum.”
— Business Development leader, Los Angeles
"We overspent tens of thousands of dollars on the market leader and never achieved adoption. ReferralFlow implemented instantly. We found interesting patterns in the data within a few days."
- Hospice executive, Los Angeles
"I had three reps going to the same hospital and no one knew. Now we know."
- Hospice Regional Sales Manager, Riverside County
Drive Admissions
Small improvements in consistency lead to measurable census growth.
AI for You
Smart prompts, preloaded insights, flexible, filterable inquiries, and helpful analyses woven into the entire app.
Live in Five™ Minutes
Minute 1: Sign up, add team emails
Minute 2: Team clicks invite link, they're in
Minute 3: First liaison logs meeting from phone
Minute 4: Meeting appears on your dashboard
Minute 5: AI has digested the meeting
Know Where to Go
Give liaisons clarity every morning — see exactly which accounts need attention.
Account Progression
See every account’s stage, momentum, and opportunities at a glance.
Improved Coaching
Instant visibility into rep performance trends so managers can guide, not guess.
