Solution · Referral partners

Stay close to the partners who help build your business.

Hospitals, skilled nursing facilities, case managers, physicians — they refer when they remember. CareFunnels keeps you in their minds, kindly and consistently, so your liaison doesn’t have to be everywhere at once.

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  • HIPAA compliant

  • Built exclusively for home care

  • Cancel anytime

THE PAIN

Relationships go quiet without contact.

It’s no one’s fault. Partners get busy. When they need to refer, they default to whoever they’ve heard from most recently — and that hasn’t been you in a while.

Relationships fade in 30 to 60 days of silence.

It takes years to build trust with a hospital discharge planner, and weeks of quiet for them to start sending elsewhere. The cliff is shorter than most owners realize.

Your liaison can’t be everywhere.

There are more partners worth keeping warm than there are hours in a week. The relationships your liaison can’t physically visit are the ones that go quiet first.

You can’t see which partners are warm and which have gone quiet.

Without that visibility, your liaison ends up guessing where to spend Tuesday — and the quiet partners stay quiet because no one knew to call.

When key staff leave, relationships often leave with them.

Years of trust live in one person’s memory, calendar, and Rolodex. Losing them shouldn’t mean losing the relationships they nurtured on your behalf.

THE COST

What a referral relationship is worth

Both in dollars and in the months it takes to replace one that drifts away.

3 – 5x

Faster close rate when a referral comes from a partner
The trust is already built. The decision happens in days, not weeks.

8-12

Average monthly referrals from one active SNF partner
“Active” means consistent, kind, recent contact — not luck.

6-9 mo

To rebuild a referral relationship once it goes cold
Often longer. The new agency in town is already showing up at the facility.

THE SOLUTION

Three tools that keep you close to every partner.

Discover new partners, track every relationship in one place, and stay top-of-mind without your team needing to be everywhere.

AI Voice for Partners

When a discharge planner calls and your line is busy, AI Voice picks up, takes the referral details, and routes it to intake. No partner ever goes to voicemail.

Partner Pipeline

Every relationship has a stage, a last-touch date, and a next step. Your liaison sees the whole network at a glance — warm, quiet, and somewhere in between.

Automated Follow-Ups

Warm, thoughtful follow-ups your team would send if they hand ten more hours in the week. Automate the process and save hours of time.

TRUSTED BY LEADERS IN HOME CARE

WHAT CAN YOU EXPECT

Here’s what changes when you turn it on.

Changes that add up to a referral network that keeps showing up for you.

DAY 01

Referral partners get tracked in the CRM.

Every partner — every hospital, SNF, physician, and case manager — lives in one place. The relationships that have gone quiet rise to the top, so your liaison knows where to spend Tuesday.

DAY 07

Quiet partners start hearing from you.

Touch sequences begin. Hospitals get hospital-shaped messages; physicians get physician-shaped ones. Your liaison reviews; the system sends.

DAY 30

Referrals start finding their way back.

Partners who hadn't sent in months remember you. The ones who never stopped find you easier to choose. The newest partners take their first call.

COMMON QUESTIONS

Honest answers to the questions that come up most.

No. It makes your liaison’s relationships visible and consistent. Your liaison still has the meetings, lunches, and conversations that matter. CareFunnels keeps you on every partner’s mind in the spaces between those visits.

Yes. Hospitals, skilled nursing facilities, physicians, case managers, hospice, plus any custom categories you want. Each segment gets its own touch cadence and message library, so what goes to a discharge planner is different from what goes to a primary-care physician.

You can customize the touches per person. The voice stays human; the consistency comes from the system. Most partners just feel like you’re paying attention.

Most agencies see the first new referrals from re-warmed partners within 30–45 days. The bigger shift takes about a quarter — once partners have heard from you consistently for 90 days, they start thinking of you first.

Works with your existing tools

CareFunnels fits into how you already work.

Connect with your scheduling software, phone system, and the platforms your team already uses. No replacing — just adding a layer that makes everything work better.

Don’t see your tool? Contact us — we connect with most major home care platforms.

Be the first name they think of

when the next family asks.

Most agencies are live the same day they sign up. The next time a partner has a question about who to call, you could already be the first name on their mind.

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HIPAA compliant · Built exclusively for home care · Cancel anytime