Preview Hospice CoPilot

See how CoPilot supports hospice admissions growth.

Explore referral follow-up, rep activity and account context in a guided preview using synthetic data. Apply for early access so we can discuss your agency's fit.

Referral ownership and stage clocks Rep prep and account intelligence Leadership coaching signals Synthetic demonstration data

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A synthetic CoPilot referral detail screen showing referral stage progression and ownership context.

Synthetic demonstration screen: referral stage and ownership context.

What we will cover

Built for practical growth conversations.

Find stalled referrals faster

See active referrals, stage age, owner, account, and visible clock before preventable loss becomes invisible census leakage.

Reduce intake and sales friction

Give everyone the same referral status, notes, next action, and outcome so updates do not live in calls, texts, or separate trackers.

Give reps a reason to use the CRM

Show reps active referrals, current patients, recent discharges, visit notes, conversion trends, competitor context, and their own performance over time.

Coach from the growth signals

Connect referral movement, visit activity, account quality, nurture follow-up, performance, and admissions so leaders can coach without rebuilding reports.

Workflow preview

Follow the work from referral risk to admission momentum.

The walkthrough follows one stalled referral, one rep preparing for a key account visit, and one leader checking whether field activity is turning into admissions.

Start with the referral at risk.
Show the owner, next action, notes, and clock.
Jump into account intelligence before a sales visit.
End with conversion, visit, follow-up, and goal visibility.

A synthetic CoPilot account intelligence screen with referral, visit, conversion, and relationship context. — Account context gives reps the story before the sales call, without digging through old reports or scattered notes.

Why it matters

A CRM walkthrough should answer more than “where do calls get logged?”

CoPilot is built for the daily handoffs and decisions hospice teams already manage outside the EMR: referral movement, rep readiness, account priority, coaching, and admissions growth.

Referral rescue view

See stalled referrals, aging stages, owner accountability, referral-source context, and the next action that keeps a referral moving.

Prepare reps for the next visit

Give reps active referrals, current patients, discharges, recent visit summaries, conversion trends, and competitor context before a sales call.

Leadership conversion signals

Help leaders see which accounts convert, where follow-up is breaking down, and whether sales activity is turning into admissions.

Territory mapping

Use account grades on a map to balance rep coverage, assign major accounts, and see where territory focus should shift.

Hospice CoPilot by Solvr

Want to see how this fits your referral process?

Apply for early access to explore your growth goals and the referral and sales workflows that matter to your team. Previews use synthetic data; no patient records are needed.

Apply for early access