A licensed in-home healthcare agency ran referral intake, account management, and lead activity through manual, disconnected processes. We built a CRM for its in-home care operations that puts referrals, contacts, scheduling, tasks, and opportunities in one system.
Talk to Our TeamA licensed and certified in-home healthcare agency coordinating care with patients, families, and medical teams.
Full CRM platform: referrals, contacts, calendar, tasks, opportunity pipelines, and admin settings.
Web CRM platform, Google Calendar integration, data encryption, role-based access control.
The agency moved off manual tracking and onto structured pipelines that its admins configure and report on.
Work that sat across disconnected channels is now tracked in a single CRM.
Referrals move through list and stage views, backed by reports that admins configure themselves.
Encryption, authentication, and authorization apply across every patient and referral record.
The platform is built to handle larger referral and data volumes as the agency grows.
The agency had no CRM. Referral intake, account management, and lead activity ran on manual processes, with every referral, contact, and opportunity held in a separate channel.
Referrals, contacts, and opportunities lived in disconnected channels that could not be tracked, reported on, or scaled with the agency.
Data from several sources had to flow into the CRM without losing accuracy.
The architecture had to handle large and growing data volumes without slowing down.
Sensitive patient and referral records needed strong authentication, authorization, and encryption to block unauthorized access.
Each referral carries its referring company, stage, incoming date, and diagnosis. Staff work referrals in a list or by stage, and every contact record holds its own tasks, appointments, and collaborators.
Sales and account management run as separate pipelines, each tracking stages from prospecting through closing. The dashboard reports referrals onboarded, referrals by company and contact, total opportunities, and total companies.
The calendar syncs with Google Calendar and shows schedules by day, week, or month. Tasks sort into today, upcoming, overdue, and completed.
Patient and referral records are protected with encryption, authentication, and authorization. Admins manage system notifications, integrations, and user roles from profile settings.
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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