EXPLORE THE WORKFLOW
See CoPilot’s referral workflow in action.
Explore referral movement, account context, and manager review in one 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.
WHAT THE WALKTHROUGH COVERS
Three views. One connected conversation.
01 · Referral
Review the stage, owner, dates, notes, and next action together.
02 · Account
Explore relationship and referral context before a conversation.
03 · Coaching
Discuss how managers use shared context to coach follow-through.
FROM REFERRAL TO ACCOUNT
Start with a question from your own process.
Where does your team lose visibility today? Bring a workflow question about a referral handoff, account preparation, or manager review. We can discuss how those steps look in CoPilot.
The walkthrough uses sample data; no patient records are needed.
MAKE THE WALKTHROUGH USEFUL
Leave with a clearer view of the fit.
YOUR WORKFLOW
Daily handoffs
Which parts of referral and account work would the team maintain in CoPilot?
YOUR TEAM
Roles and habits
Who updates the information, who reviews it, and what support would they need?
YOUR ROLLOUT
Scope and timing
Discuss acceptance, configuration, training, pricing, and onboarding individually.
YOUR NEXT STEP
See the workflow. Discuss the fit.
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.