Make the CRM with us
A CRM shaped around your intake, not a generic funnel.
We map your stages, sources and reporting with your team, then configure the CRM around how your agency already works.
Hospice referrals arrive through calls, emails, hospitals, clinical professionals, facilities and families. HospiNotes brings every referral into one intake workflow, keeps the next action visible and gives leadership a clear view from first contact through admission.
Your team should not have to reshape hospice intake around a generic sales funnel. We configure the CRM around the way referrals are received, screened, followed up and admitted at your agency.
A referral should never disappear into an inbox or depend on one person remembering to follow up. HospiNotes records where the referral came from, who is responsible, what has been completed and what needs to happen next.
Community liaisons are rarely sitting at a desk. HospiNotes gives them a fast, mobile friendly way to record a visit, update a referral source and schedule the next follow up while the details are still fresh.
When referrals carry their source from first contact through final outcome, leadership can see which relationships are active, which sources convert and where the intake process slows down.
We will map how referrals enter your agency, where they slow down and what your team needs to see from first contact through admission.
The CRM is set up around your intake stages, roles and reporting needs so the system reflects the work rather than adding another process beside it.
Name and organize each stage around the path a referral follows at your agency, from first contact to admission or non admit.
Keep pending documents, eligibility questions and source touchpoints from being overlooked.
Give intake, liaisons and leadership the access they need while protecting patient information under a signed Business Associate Agreement.
Review referral volume, conversion, time to admission, source activity and non admit reasons without rebuilding the report each month.
We map your stages, sources and reporting with your team, then configure the CRM around how your agency already works.
Use your monthly referral volume, referrals delayed or lost during intake and average revenue per admission to estimate what stronger intake follow up could be worth. We review the real causes of non admission before treating any result as an opportunity.
based on roughly 43 admissions a year if stronger intake follow up recovers half of delayed or lost referrals.
This is a directional estimate, not a revenue guarantee. Actual results depend on eligibility, patient choice, payer mix, service area, clinical appropriateness and the reasons referrals do not convert.
Implementation evidence centers on the measures teams can track: referral ownership, follow up timing, open next actions and documented non admit reasons.