Wins How it works Features Pilots Advisory About Login Start a pilot
Now live with post-acute growth teams

Voice in.

Referrals out.

ReferralFlow is the AI platform for post-acute growth teams. Voice notes from the field become account intelligence, coaching prompts, and the kind of follow-up that closes referral sources your team almost missed. Early pilot users are already reporting new account wins tied to follow-up reminders.

Start a pilot See live wins
3 wins
named accounts, three weeks
15s
to capture a field visit
0 EMR integrations
required to get started
ReferralFlow account view — Oasis Rehabilitation Center next move, cadence, and relationship timeline
3 people need your attention this week Generated from real field notes by ReferralFlow's AI. No spreadsheet cleanup. No weekly update cycle.
Built by operators who ran post-acute growth
AI-native from the first voice note
Enterprise ready · Multi-territory · Multi-org
No IT project required to start
Live in the field

Three weeks.
Three new accounts.

From our first customer. Real visits. Real follow-ups. Real signed patients.

"
It bridges the gap. I don't have to ask.
Growth manager, Arizona home health team
Before ReferralFlow, she had to chase her reps for updates on what was happening in the field. Now she sees it directly. The same field activity, surfaced without a status call or a weekly check-in.
Manager visibility without the management overhead.
"
I definitely got this account because of ReferralFlow.
Field liaison, Arizona home health team
Met a contact at a Saturday networking mixer. ReferralFlow reminded her to follow up Monday morning. The patient was seen Tuesday afternoon. The contact was so impressed she's now transferring patients from her other group home as well.
New referral source, three weeks after the go live.
"
I don't think I really would have gone back.
Field liaison, Arizona home health team
ReferralFlow reminded a rep to get back to a key facility at exactly the moment a patient had missed an appointment. He arranged telemedicine on the spot. The facility responded by committing to send more referrals.
Relationship strengthened, referral source reactivated.
How it works

From field note
to follow-up.

Four steps. The AI does the rest.

01
A 15-second
voice note
From the parking lot. Who they saw, what was discussed, how it felt, what comes next. That is the entire input. No forms. No app install. No laptop.
02
AI turns it into
structured signal
Account direction. Contact intelligence. Sentiment. Coaching prompts. Focus priorities with confidence scores. All automatically tied to the right account, the right contact, the right next step.
03
Manager gets
a brief, not a report
Every morning, the manager sees who needs attention, which accounts show risk, and what to do today, before the first call. Daily operating signal without status calls or spreadsheet cleanup.
04
Liaison sees their
work made better
Their own field activity, organized and enriched. Focus priorities for the week, follow-ups they would have forgotten, coaching feedback tied to real visits. The work they already do, played back to make them better at it.
What you get

A platform built for
the conversation, not the form.

Manager dashboard

Field visibility without
the weekly update cycle.

The daily brief surfaces what happened yesterday, which accounts are at risk, and which reps need a conversation. From actual field notes, not status calls.

  • Five Moments — accounts that need action now and why
  • Account risk signals — flagged before they move census
  • Coaching prompts tied to real visits — not from memory
  • Coverage and momentum — where work is happening, where it is not
ReferralFlow liaison dashboard — productivity stats, focus five, and meeting trends
Field capture

Logged in 15 seconds.
Not typed on a phone.

Reps record a short recap after a visit. Voice or text. No app install. Works in a phone browser. The input is so light it actually gets done.

  • Voice or text — no install, works in any mobile browser
  • Auto-structured — account, contacts, sentiment, next step
  • Immediate visibility — manager view updates without manual cleanup
  • Relationship memory — preferences and history on demand
ReferralFlow recent meetings — logged field visits with sentiment and tags
Account intelligence

Every account has a story.
The AI reads it for you.

Account Direction shows what changed, why it matters, and what to do. Generated from actual field notes, not a quarterly memory dump.

  • Account Direction — movement, risk, and next action in one view
  • Stage history — drift and momentum visible over time
  • Instant handoff brief — relationships survive when liaisons change
  • Ask anything — query your whole book of business by voice
ReferralFlow manager's brief — account changes, risks, and AI-read insights
The category

The signal layer
for post-acute
growth teams.

Trella shows you the market. Salesforce stores the activity. ReferralFlow tells you what changed in the field, who needs attention, and what to do next. We use AI to turn liaison voice notes into follow-up reminders, account intelligence, coaching prompts, and relationship memory for hospice and home health growth teams.

15s
Average field note. That is the entire input requirement.
Day 3
When managers first see real account signal. Not week four.
3 wins
Named-account wins logged in our first customer's first month.
0
EMR integrations required to start.
"I don't have five minutes in a day to stop and see the bigger picture. This gives it to me before the day starts."
— Growth manager, hospice and home health team
Run a pilot

Better field visibility
in three weeks
or stop.

Start small. Decide with confidence. Our first customer saw three named-account wins in three weeks. The point of the pilot is to see whether your team gets the same kind of signal.

  • 01
    Start with one team
    Two to four liaisons and one manager. Enough to see real signal. No IT project. No EMR required.
  • 02
    Go live in under an hour
    We configure your territory, import your facility list, and run a 20-minute onboarding. Live the same day.
  • 03
    See real coaching signal
    By the end of week one your manager is looking at real account risk and coaching prompts from actual field activity.
  • 04
    Decide with evidence
    If field visibility is not obvious in three weeks, stop. No penalty. No pressure. No problem.
Simple pricing.
Per seat. No setup fee. Stop anytime.
Liaison
Voice capture · Focus Five · AI Coach · mobile-first
$100
per seat / month
Manager
Daily brief · Five Moments · account risk · coaching prompts tied to real visits
$400
per seat / month
Design partner pricing available for early teams. Ask us.
Start a pilot
Better visibility in three weeks or stop.
Advisory services
Want operators in the room, not just software?
We work with a small number of hospice and home health leaders on growth strategy, team structure, and competitive positioning — with ReferralFlow running underneath.
See advisory services

Stop managing
yesterday's problem.

See what your manager would see on day one with your actual team size and service area.

Start a pilot