A licensed and certified in-home healthcare agency was running referral intake, account management, and lead activity on manual, disconnected processes with no CRM behind them. We built a single platform covering referrals, contacts, scheduling, tasks, and opportunities, with encryption and role-based access applied across patient and referral records.
Talk to Our CRM TeamA licensed and certified in-home healthcare agency delivering care in collaboration with patients, families, and medical teams.
Custom CRM platform covering referral intake, contacts, calendar, tasks, and two opportunity pipelines.
Web CRM platform, Google Calendar integration, data encryption, role-based access control.
Built and delivered.
Without a CRM, the agency had no integrated way to manage referral intake, account management, or lead activity. Every referral, contact, and opportunity lived in a channel that could not be tracked, reported on, or scaled as the agency grew.
Referrals, contacts, and opportunities were tracked by hand across separate channels, with no shared view of stage, owner, or history.
The build had to bring records in from several sources into one CRM while keeping the data accurate on the way in.
The system had to be architected to hold large and growing referral and account volumes without losing responsiveness.
Authentication, authorization, and encryption had to be applied across sensitive patient and referral records to block unauthorized access.
A web CRM built for in-home care operations, with calendar sync and access control applied across patient and referral records.
Referrals enter one place and carry their own record: referring company, stage, incoming date, and diagnosis. A dashboard sits on top of that record set so the agency can see intake volume and pipeline without pulling a manual count.
Referral sources are people and organizations, so contacts hold both. Each record carries the work attached to it rather than leaving that work in someone's inbox.
Scheduling stays where staff already work. The calendar syncs with Google Calendar, and tasks are grouped by where they stand rather than by who entered them.
Sales and account management run as separate pipelines, tracked from prospecting through closing. Admins control the settings that decide what the rest of the team sees and receives.
Talk to us about what a purpose-built CRM platform looks like for your home health agency.
Partner with us to design, build, and scale digital solutions that drive better outcomes.
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