Dashboard
Your business at a glance
Overall stats
Summarizes key metrics like referrals, opportunities, and tasks for quick business performance insights.
Total referrals
Tracks referral trends over time, helping users identify growth patterns and outreach effectiveness.
Referrals by insurance
Shows referrals by insurance providers, identifying top performers and areas for strategic improvement.
Top referring charts
Displays top referring contacts, companies, or industries to highlight key contributors and growth opportunities.
Contact management
Centralized relationship hub for better collaboration and growth
Effortlessly manage companies, contacts, and referrals in one centralized platform, giving you a complete view of every relationship. Our Contact Management system is designed to streamline operations, boost collaboration, and drive agency growth.
- Organize contacts with ease: Create, edit, and categorize companies and contacts to ensure your team stays organized and efficient.
- Link referrals and opportunities seamlessly: Connect referrals to accounts, ensuring a smooth flow of information for all teams.
- Track all communication in one place: Monitor communication history, attach documents, and take notes directly within the contact profile, empowering your team with quick access to key details for faster, more informed decisions.
Referral management
Optimize your network
Our Referral Management system simplifies the entire process, ensuring faster response times, higher conversion rates, and smoother workflows. With every referral at your fingertips, you can turn referrals into admits with ease.
- Effortlessly Track Referrals: View, manage, and track every referral from initial contact to patient on service—all in one place.
- Accelerate Follow-Ups and Conversions: Automated reminders and notifications ensure timely follow-ups, helping your team convert more referrals into admitted patients.
- Comprehensive Reporting and Insights: Gain real-time visibility into referral trends and performance with built-in analytics, allowing you to make data-driven decisions and improve conversion rates.
Opportunities
Account management made easy: track and nurture relationships
Our Opportunities feature is built to help you manage accounts and relationships, not just sales. In home health, it’s about building trust with providers. By visualizing your accounts, you’ll track and nurture every account, ensuring you never miss an opportunity to strengthen relationships and grow your agency.
- Centralized Account Information: Keep detailed records of every account, including communication history, referral activity, and associated opportunities, to stay organized and focused on relationship-building.
- Collaborate Across Teams: Align intake, marketing, and operations teams around each account’s status and progress, improving collaboration and ensuring everyone is on the same page.
- Gain Insights and Improve Strategies: With easy-to-access reporting, track key performance metrics for each account, and use insights to improve engagement and boost referrals.
Calendar
Stay on track with task and appointment management
Our Calendar feature is designed to help you stay on top of appointments, tasks, and in-services. With customizable notifications and streamlined scheduling, you’ll ensure your team is always prepared and your patients get the care they need on time.
- Real-Time Updates: Get instant updates for any changes to appointments or tasks, ensuring your team is always on the same page and prepared for the day ahead.
- Customizable Notifications: Tailor your notification settings to receive alerts for tasks, appointments, and in-services—whether by email, push notification, or in-app reminders—so you never miss an important event.
- Syncing Calendars: Integrates with Google Calendar and others for unified scheduling across platforms.
Tasks
Streamline your workflow
The tasks feature is built to keep your team focused and productive, ensuring that every action item is tracked and completed on time. With simple task creation, assignment, and tracking, you’ll keep everyone on the same page and ensure nothing falls through the cracks.
- Create and Assign Tasks with Ease: Quickly create tasks for your team and assign them with specific deadlines to ensure important actions are prioritized and completed.
- Set Reminders and Notifications: Keep tasks on track with automatic reminders and customizable notifications, so your team never misses a deadline or follow-up.
- Collaborate Across Teams: Tasks can be assigned to different departments, allowing for seamless collaboration between intake, marketing, and clinical teams.
Pipeline stages
Tailor your processes
Pipeline Stages designed to help you visualize and track your agency’s workflow from start to finish. Whether you’re managing referrals or marketing efforts, our system gives you the flexibility to create stages that align with your processes, ensuring your team stays on track.
- Simplify Complex Processes: By customizing your workflow, you’ll simplify complex tasks, allowing your team to move faster while maintaining a high standard of care and communication.
- Collaborate Across Teams: Keep intake, marketing, and management teams aligned by ensuring everyone has visibility into where each referral or opportunity stands in the pipeline.
- Customizable Stages for Every Workflow: Tailor your pipeline stages to reflect your agency's unique processes, from referral to admission, ensuring that every step is tracked and accounted for.
User management
Effortless administration
Our User Management system is designed specifically for home health and hospice agencies, allowing you to organize access at the branch level and control what your team can see and do. With flexible permissions and visibility, you can ensure that each team member has the right access to stay focused on their tasks, while giving management the tools to analyze performance across multiple branches.
- Branch-Level Design: Assign access at the branch level, ensuring that users only see relevant data and are focused on their assigned areas.
- Tailored Access for Each Role: Customize permissions to match each user’s role—whether intake, marketing, or management—so that team members have access to the information they need to do their job effectively.
- Flexible and Scalable: As your agency grows, easily adjust user permissions to fit new roles, team members, or branches, keeping your workflow efficient and organized.
Account section
Powerful features
Operational settings
Set the starting day of the week and adjust time zone preferences for consistent scheduling. This ensures accurate task deadlines, calendar entries, and reminders tailored to user locales.
Active sessions
View and manage active sessions across devices to enhance account security. Users can log out of unnecessary sessions, preventing unauthorized access and ensuring safe system use.
Notifications
Customize notifications for tasks, appointments, and CRM updates. Manage email or in-app notifications to receive timely alerts while avoiding unnecessary distractions for improved productivity.
Customisable fields
Personalize CRM fields for contacts, companies, referrals, and opportunities. This flexibility aligns data inputs with organizational needs, ensuring relevant and accurate information is captured for seamless workflows.
FAQ’s
Frequently asked questions
support@referralynx.com
Our dedicated support team is here to help you with any inquiries you may have regarding Referralynx's services.
Los Angeles, USA
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