HOSPICE COPILOT · WALKTHROUGHS AVAILABLE
Keep referrals and their next steps in view.
Bring referral stages, responsible owners, and next actions into one shared workflow. Give sales, intake, and leadership the context to follow through.
Guided walkthroughs are available now. CoPilot is in prelaunch. Early access will begin through a selected beta rollout; acceptance and onboarding timing are confirmed individually.
BUILT AROUND HOSPICE REFERRAL WORK
Less status chasing. More useful context.
Connect the work your team manages across calls, notes, and trackers: movement through intake, context before a visit, and the signals managers use to coach follow-up.
REFERRAL VISIBILITY
Start with the referral that needs attention.
Review the current stage, responsible owner, dates, notes, and next action together. Keep the handoff visible as intake, sales, and leadership review the same referral.
Stage
Where does the referral stand?
Owner
Who is following through?
Next action
What needs to happen next?
ONE CONVERSATION ACROSS THE TEAM
Shared context. Different decisions.
INTAKE
What needs movement?
Review the current stage and the next handoff.
REP
What should I know?
Prepare for the account conversation with relevant context.
MANAGER
What should we coach?
Discuss follow-up, account priorities, and referral movement.
REP PREP
Walk into the account with the story in view.
Review account history, referral activity, visit notes, and the next commitment before the conversation. Use that context with your manager to discuss priorities and follow-through.
MARKET CONTEXT
Bring better questions to the account conversation.
Explore how local market and competitor context can support account preparation. Discuss the source, recency, and limits of that information during the walkthrough before relying on it in field conversations.
COMPARE THE FIT
Evaluate the workflow your team will actually use.
Compare referral visibility, account preparation, manager review, and the work required to keep information current.
ALONGSIDE YOUR EMR
Clarify the working fit before planning a rollout.
CoPilot supports referral and account work alongside the EMR. Review what stays in the clinical record, what your team would maintain in CoPilot, and any integration, configuration, or training requirements.
01 · See the workflow
Explore referral, account, and coaching views in a guided walkthrough.
02 · Apply for early access
Share your agency and workflow context for consideration.
03 · Confirm the fit
Acceptance, scope, pricing, and onboarding timing are discussed individually.
EARLY ACCESS AND PRICING
Discuss the scope for your team.
Pricing, implementation needs, support, and onboarding timing are discussed for the proposed scope. Early-access acceptance is confirmed individually.
Start with a walkthrough, or apply to be considered for early access.
FOLLOW ONE REFERRAL
See the handoff from each side.
In the walkthrough, follow a sample referral through its stage, responsible owner, account context, notes, and next action.
Start with the owner.
Who is accountable for the next follow-up?
Make the action clear.
What needs to happen, and what context is needed?
Check the handoff.
How will the next person know what changed?
BEFORE YOUR WALKTHROUGH
CoPilot FAQ
Explore the workflow now. Discuss access and onboarding around your agency’s needs.
Is CoPilot available for immediate signup?
Early access will begin through a selected beta rollout. Participating agencies will share feedback to help refine the experience. Acceptance and onboarding timing are confirmed individually.
Does CoPilot replace our EMR?
CoPilot supports referral and account work alongside your EMR. Discuss your specific workflows and requirements in the walkthrough.
What will we see in the walkthrough?
A guided review of referral visibility, account context, and manager coaching signals using sample demonstration data. No patient records are needed for the walkthrough.
How do we discuss pricing?
Discuss fit, scope, and pricing during your walkthrough or early-access review.
YOUR NEXT STEP
See how CoPilot fits your referral workflow.
See the referral, account, and coaching views in a guided walkthrough. Bring the handoff questions that matter to your hospice team.
Guided walkthroughs are available now. CoPilot is in prelaunch. Early access will begin through a selected beta rollout; acceptance and onboarding timing are confirmed individually.