Capture the inquiry
Collect inquiries from the office and the agency’s website inquiry page. Keep contact details and the requested care together so the next person can follow up.
Intake & referral management
Every inquiry. A next step.
Track prospective clients from the first conversation through follow-up. Keep referral partners, response targets and the handoff to client care visible to the people responsible for growing your agency.
See it in a demoFor private-pay home care · Works with AI offheyhomecareAgency workspace
Office coordinatorNina K.Office follow-ups
Intake & referral managementInquiry follow-up
- 01Requested careCompanionship · Weekdays
- 02Referral sourceCommunity partner
- 03Next actionCall family
- 04Follow-up draftAwaiting staff review
A person reviews and sends drafted outreach.
Inside the workflow
The details that make the difference.
Connected to the people, visits and records your office already works with.
Know what needs attention
Use first-response targets and follow-up work to keep prospects from disappearing into a general inbox. Drafted outreach stays available for a person to review and send.
Care for referral relationships
Keep referral partners and touch reminders in the workflow. Referral-source reporting helps the agency understand where inquiries and clients come from.
How it comes together
A clear next step. At every stage.
- 1
Capture
Record the prospect, requested care and referral source.
- 2
Follow up
Assign the next conversation and watch the response target.
- 3
Hand off
Move the inquiry into the agency’s client process when ready.
Built around your agency
See your workflow, connected.
Walk through intake & referral management with our team. We’ll show how it fits your agency’s people, process and business rules.