Stay top of mind with every referral partner.
Hospitals, skilled nursing facilities, physicians, and case managers refer to the agency they heard from last. CareFunnels keeps you in touch with every partner, consistently and personally, so your liaison doesn’t have to be everywhere at once.
- St. Mary’s Hospital · Discharge PlanningWarm
- Oak Park Skilled NursingCooling
- Dr. Lee · Primary CareQuiet
- Riverside Case ManagementWarm
✓ New referral from St. Mary’s HospitalSent to intake and logged to the partner record
Referral relationships fade without regular contact.
It’s nobody’s fault. Partners get busy, and when they need to make a referral, they call the agency they heard from most recently.
Does this sound familiar?
- Partners you haven’t contacted in a month or two have quietly started referring elsewhere
- Your liaison has more relationships to maintain than hours in the week
- You can’t tell which partners are active and which have gone quiet
- Follow-ups depend on someone remembering to send them
- Partner history lives in one person’s head, inbox, or spreadsheet
- When a referral calls and nobody answers, it goes to the next agency
And the reality is:
- Discharge planners refer to whoever they heard from most recently.
- Trust takes years to build and weeks to lose.
- A new agency is always knocking on the same doors.
- When your liaison leaves, the relationships can leave too.
If this sounds like your agency, CareFunnels referral partner tools were built for you.
Your liaison doesn’t need to work harder. They need a system.
CareFunnels keeps every referral relationship visible and warm between visits. Every partner gets consistent, personal contact, your liaison knows exactly who to see next, and partner history stays with your agency instead of one person’s contacts.
- Consistent contact.
- Clear visibility.
- Relationships that stay with your agency.
What your agency gets:
- Tracks every partner by type, stage, and last contact
- Sends personalized follow-ups on a schedule you set
- Flags partners who are going quiet before they’re lost
- Answers partner calls 24/7 and routes referrals to intake
No spreadsheets. No sticky notes. Most agencies are live the same day.
Stay close to every partner, all year
Three tools that help you find new partners, track every relationship in one place, and stay top of mind without your team being everywhere.
- 01
Partner Pipeline
Every partner has a stage, a last-contact date, and a next step. Your liaison sees the whole referral network at a glance: who’s warm, who’s cooling, and who needs a visit.
See the CRM → - 02
Automated Follow-Ups
Personalized emails and texts go out on the cadence you choose, tailored to hospitals, SNFs, physicians, and case managers. Your liaison reviews, the system sends.
See the CRM → - 03
AI Voice for Partners
When a discharge planner calls and your line is busy, AI Voice answers, takes the referral details, and routes them to intake, so no partner ever reaches voicemail.
See AI Voice →
Every partner tracked. Every relationship kept warm. Automatically.
Here’s what changes when you turn it on
Small changes that add up to a referral network that keeps sending families your way.
- Day 1
Every partner, in one place
Every hospital, SNF, physician, and case manager is in one place. Partners who’ve gone quiet rise to the top, so your liaison knows exactly where to spend the week.
- Day 7
Quiet partners hear from you
Follow-up sequences begin, each tailored to the partner type. Quiet partners start hearing from you again, and your liaison stays in control of every message.
- Day 30
Referrals start coming back
Partners who hadn’t referred in months remember you. Steady partners find you easier to choose. New partners make their first referral.
More referrals. Stronger relationships. Less guesswork.
Questions agency owners ask first
Does this replace my community liaison?
No. It makes your liaison more effective. They still handle the visits, lunches, and conversations that build trust. CareFunnels keeps you in touch with every partner between those visits and shows your liaison where to focus next.
Can I group partners by type?
Yes. Organize partners as hospitals, skilled nursing facilities, physicians, case managers, hospice, or any custom category. Each group can have its own follow-up schedule and messages, so a discharge planner hears something different than a primary care office.
Will partners know the follow-ups are automated?
Messages are written in your agency’s voice and can be personalized for each partner. The system handles the timing; the tone stays personal. Most partners simply notice that you stay in touch.
How soon will we see more referrals?
Most agencies see referrals from re-engaged partners within 30 to 45 days. The bigger shift usually comes after about 90 days of consistent contact, when partners start thinking of you first.
What happens to partner relationships if my liaison leaves?
Every contact, note, visit, and referral is saved in CareFunnels, so the full history stays with your agency. A new liaison can pick up exactly where the last one left off.
Is CareFunnels HIPAA compliant?
Yes. CareFunnels is HIPAA compliant and built exclusively for home care agencies.
Award-winning software, built for home care
Recognized by G2 and Capterra, and connected to the tools you already use: WellSky, AxisCare, MatrixCare, A Place for Mom, and more. See all integrations.
Be the first name they think of
when the next family needs care.
Most agencies are live the same day they sign up. The next time a discharge planner needs to make a call, you could be the first agency on their mind.
HIPAA compliant · Built exclusively for home care · Cancel anytime