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The Post-Acute CRM for Home Health and Hospice

You shouldn’t have to guess what your liaisons are doing.

See exactly where your liaisons are spending time, which accounts are producing, and where to focus next—before census drops.

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In Post-acute care, there's a lot you can't control.

What liaisons do with their time is your key lever.   
Yet, most teams don’t have a reliable way to see or act on it.
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In post-acute care, showing up consistently to the right places generates referrals.

ReferralFlow drives consistency.

 

One or two additional high-quality meetings each week can often mean one more admission every month.

Make meetings effortless to log and know what to do next.

logSite.jpg an easy and intuitive interface for liaisons to add new visits and meetings
Record Every
Meeting

Capture every facility visit — instantly log details, notes, and next steps.

DashboardLaptop.jpg use AI to find patterns, risks, and opportunities in the data
Understand With AI and  Analytics

See what drives referrals. Measure trends. Focus on what actually grows census.

iphoneRF2.jpg a clear and poweful way to see and manage accounts and meetings
Move Accounts Forward

See exactly where each account stands and what action to take next.

laptop3site.jpg know where liaisons are going and direct them to the best targets
Generate consistent, repeat admissions

Track every relationship’s history — turn one-time referrals into consistent growth.

In post-acute care, cadence compounds.

 

One or two additional high-quality meetings each week can often mean one more admission every month.

ReferralFlow makes meetings effortless to log—and impossible to lose.

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Make Each Liaison on your Team More Productive

Drive Admissions

Small improvements in consistency lead to measurable census growth.  

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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.

+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.

Small improvements in consistency lead to measurable census growth.

+1-2 Monthly Admits

Smart prompts and analyses woven into every screen.

AI That Helps

Give liaisons clarity every morning — see exactly which accounts need attention.

Know Where to Go

Get your team running today — no training required.

Live in Five Minutes

Instant visibility into rep performance trends so managers can guide, not guess.

Improved Coaching

Account Progression

See every account’s stage, momentum, and opportunities at a glance.

Log.png an easy and intuitive interface for liaisons to add new visits and meetings
Log:  30-second meeting logging on any phone.  

Make it easy for your team to share data and learn.  Meeting logs form the foundation of accountability and productivity

Win more referrals with powerful features built for liaison teams

Analytics.png a clear and poweful way to see and manage accounts and meetings
Manage: Know where your reps are going.  Set targets and frequency.  

Stop wondering what's working.  See beautifully rendered stats like visits per day and the places where your liaisons are spending their valuable time.  

Dashboard.png know where liaisons are going and direct them to the best targets
Plan: Advanced AI that spots risks and opportunies.

Analyze meeting data with preloaded and custom prompts.  See and strategize based on account stages. Anticipate risks and capitalize on opportunities.

Account & facility.png use AI to find patterns, risks, and opportunities in the data
Engage: Strategize, manage, and support your team with easy actions.

Send out communications to manage, target, and intervene.  Take action.   Share data with staff, colleagues, and managers.  

Thousands of visits tracked across post-acute settings

"I had three reps going to the same hospital and no one knew. Now we know."

 - Hospice Regional Sales Manager

Trusted by top agencies across Southern California

“Within the first week, our daily logged meetings rose noticeably—

almost double. It was the first time I could actually *see* momentum.”

 

— Director of Business Development, Southern California

"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

Used in agencies managing tens of millions in census revenue
 

“Within the first week, our daily logged meetings rose noticeably—

almost double. It was the first time I could actually *see* momentum.”

 

— Proud Director of Business Development, Southern California

Trusted by top agencies across Southern California

“Within the first week, our daily logged meetings rose noticeably—

"We oversspent 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."

— Proud Director of Business Development, Southern California

Used in agencies managing tens of millions in census revenue

"I had three reps going to the same hospital and no one knew. Now we know."

 - Embarrassed Hospice Regional Sales Manager

Thousands of visits tracked across post-acute settings

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Get started easily with a personalized product tour

Built by hospice operators who've run these teams. We know what you need because we've lived it.

15-minute personalized tour. We'll use your team structure and show you exactly what you'd see on day one.

Thousands of visits tracked. Millions in census growth. 
Join in the success.

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