Built for the work that already happens.
The hardest part of post-acute growth is invisible. It happens in parking lots between visits, in hallways during quick conversations, in cars on the way to the next account. ReferralFlow was built for that work — and for the people who do it.
The work no one can see.
Post-acute growth runs on people who carry hundreds of relationships in their heads — and the managers who try to coach them without ever seeing the full picture.
That field activity is where census is won or lost. And until now, almost none of it has been captured.
Built from the field, not a whiteboard.
Joshua Newman, M.D. is a family physician. He spent fifteen years at Salesforce, helping build and scale Health Cloud. Then he moved into hospice leadership in Los Angeles, running growth and strategy for an agency in one of the toughest post-acute markets in the country.
He thought the right CRM would solve it. It did not. Modern sales tools were built for digital marketing and email sequences. Healthcare CRMs were bolted onto EMRs as an afterthought. Enterprise platforms were too heavy for the pace of field growth. Spreadsheets and forms got pushed past their limits.
None of them understood the work. So he started building.
Family physician. Fifteen years at Salesforce building and scaling Health Cloud, then hospice growth and strategy leadership in Los Angeles. Started ReferralFlow because none of the tools understood the work.
Three-time technology founder. Two decades building product and engineering teams, most recently co-founder of Anvil Health, a clinical AI assistant acquired by Modern Health. He and Josh first worked together at Anvil; when Josh rebuilt ReferralFlow at enterprise scale, Paul came on as co-founder. A working prototype became a platform.
One field activity. Captured once.
Made useful to everyone.
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A liaison records a fifteen-second voice note after a visit. ReferralFlow uses AI to structure it into account direction, contacts, sentiment, and the next-best action.
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A manager opens a daily brief. It tells her who needs attention, which accounts are drifting, and what to do today.
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The liaison sees the same work played back: priorities, follow-ups, and coaching tied to real visits.
The signal that matters lives in conversations.
The liaison is a knowledge worker
Not a data-entry clerk. The tool's job is to make her work visible — not to make her job harder.
Managers are the most leveraged people on the team
A great growth manager catches drift early, coaches to behavior, and keeps referral relationships alive. ReferralFlow gives that manager far more reach.
The signal shows up first
Numbers lag. By the time admissions move, the cause is weeks old. The signal lives in what a liaison heard in a hallway, said in a parking lot, or sensed in a meeting.
Software should know when to get out of the way
And when to demand attention because something matters. That is the whole design discipline.
AI should be useful — and a little bit cool
We are not interested in building anything that feels like a chore.
Everyone in post-acute growth deserves the same thing.
Visibility, confidence, and a system that supports the work they already know drives census.
Operators and builders.
We build what we wished someone had built for us when we needed it.
We work with a small number of design partners and early customers. We listen carefully, and the product gets sharper every week. Features that survive customer use are kept. Features that look good in demos but do not survive the field are cut.
We charge per seat. We keep contracts simple. We start small and grow only when the value is clear.
AI is finally arriving in the places that matter.
Not in the slide deck. Not in the marketing copy. In the daily work of the people who run growth.
The teams that adopt this layer first will see field activity nobody has captured before. They will coach better. They will keep relationships alive when liaisons leave. They will catch drift early enough to do something about it. They will run leaner and grow faster.
Get in touch.
The AI signal layer for post-acute growth teams. Built by operators, for operators.
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