Hospice CRM
A CRM that arrives already knowing hospice.
Any general-purpose CRM can be configured into a hospice CRM, given enough hours and someone to keep the custom fields alive. This one arrives as one. Referral stage, intake status, rep ownership and admission outcome are the data model, not a configuration project.
See it running
Watch the 75-second tour.
The referral board, the account record and the market view, in the actual product. No form, no email required.
Nothing loads until you press play.
Where the fit breaks
Three things a general CRM was never built to hold.
A referral is not an opportunity
It moves through evaluation, eligibility, consent and admission, and it can stall at each one for a different reason. A deal pipeline flattens all of that into “in progress,” which is the one status nobody can act on.
CoPilot models the stages hospice actually works in.
Ownership goes missing between field and intake
A liaison, an intake coordinator and an on-call nurse can all touch one referral. Three people involved often means nobody accountable — and it usually surfaces after the referral is already lost.
Owner, team, stage, clock and outcome stay on the record.
Account history lives in people
When a liaison leaves, what they knew about a referral source tends to leave with them: the visit history, the relationships, the reason last quarter went the way it did.
The account keeps its own history.
The referral board
Every open referral, with a stage and a name on it.
Referrals sit in the stage they are actually in, not a generic pipeline column. Each card carries the source, the owner, the referral date, the last note and what is missing — so a morning stand-up is reading a board instead of reconstructing a week.
The account record
What a referral source is worth, on the referral source.
Referrals sent, admissions won, conversion rate, last visit and how overdue it is — on the account itself rather than in a report somebody has to build. A rep walking into a building can see what happened last time without asking anyone.
The market data is already in the record.
CoPilot draws on publicly available, de-identified CMS datasets — CAHPS scores, benchmarks and billing indicators — and re-checks them weekly. It sits on the account a rep is about to visit rather than in a separate market-intelligence subscription, so knowing who else serves that county costs nobody an extra login.
See it on your own numbers
Thirty minutes. Your growth goals, not a slide deck.
We will walk through your growth opportunities and how CoPilot is designed to help you grow admissions. If it is not a fit for how your team works, we will tell you.