HOSPICE CRM EVALUATION
Compare the fit for your team’s referral workflow.
Evaluate the daily work behind the feature list. Ask to see the referral, account, and manager views your hospice team would use.
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.
A PRACTICAL BUYER’S GUIDE
Ask to see the work. Then compare the fit.
Use the same six questions for CoPilot, another CRM, or your current approach.
01 / REFERRAL VISIBILITY
Can we see the current stage, responsible owner, and next action together?
Ask to see it
Follow one sample referral through a handoff.
02 / ACCOUNT PREPARATION
What context can staff review before a conversation, and how is it kept current?
Ask to see it
Review the account view and the information your team would maintain.
03 / MANAGER COACHING
How can managers review follow-up and use it in coaching conversations?
Ask to see it
Discuss a specific follow-up decision and the evidence behind it.
04 / WORKING ALONGSIDE THE EMR
What would staff enter or maintain in each system?
Ask to see it
Clarify the boundary with the clinical record and any integration requirements.
05 / TEAM ADOPTION
What configuration, training, and ongoing administration would we need?
Ask to see it
Map the roles responsible for updates, reviews, and support.
06 / SCOPE AND PRICING
What would pricing, initial scope, onboarding timing, and usage limits look like?
Ask to see it
Review the proposed terms for your agency before deciding.
WHAT TO EXPLORE IN COPILOT
A shared view of referral and account work.
Explore referral visibility, account preparation, and manager coaching using sample demonstration data. Then assess how those views fit alongside your EMR and the habits your team would need to maintain.
Referral: stage, owner, and next action.
Account: relevant context before a conversation.
Manager: a specific starting point for coaching.
YOUR NEXT STEP
Compare it against the way your team works.
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.