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Four Custom Referral Filters Every Home Care Agency Needs

Every relationship in home care counts. That’s why WelcomeHome’s filtering and custom trait capabilities help you not just track, but understand your referral partners and prospects at a granular level. This insight facilitates stronger relationships and, ultimately, drives more referrals to your agency.

Forget generic CRMs. WelcomeHome allows you to tailor your data tracking to the nuances of home care. Here are four essential custom filters every home care agency should be leveraging to optimize their outreach and grow smarter:


  1. Referral Sources:

    • What it tracks: Beyond just "Hospital" or "Physician," WelcomeHome lets you get specific. Think "Hospital - Discharge Planner (St. Jude's)," "Geriatric Case Manager (ElderCare Solutions)," or "Specific Physician Practice - Dr. Smith."

    • Why it's crucial: Knowing the origin of your referrals enables you to pinpoint your most effective partnerships, tailor your appreciation and outreach strategies, and allocate marketing resources to channels that drive conversions. This precision fosters trust and ensures you're nurturing your most valuable relationships.

  2. Visitation Preference:

    • What it tracks: This filter helps you note how your referral partners prefer to be engaged. Do they prefer in-person visits, phone calls, email updates, or a quick text? You can even note their coffee or tea preferences if you like.

    • Why it's crucial:  Respecting a referrer's preferred communication method shows you value their time and relationship. It ensures your outreach is received positively, making your team more efficient and your partnerships more productive. No more missed connections or wasted efforts!

  3. Payor Source:

    • What it tracks: Understand which payor sources (e.g., Private Pay, Long-Term Care Insurance, VA Benefits, specific MCOs) are most commonly associated with referrals from a particular partner or organization.

    • Why it's crucial: This identifies referral partners aligned with your agency's service offerings and financial model, so you can build relationships that yield the best clients for your business. It also helps you prepare your intake team for the specific needs of incoming leads.

  4. Zip Code:

    • What it tracks: Pinpoint the specific geographic areas or neighborhoods where your referrals originate or where your prospects reside.

    • Why it's crucial: This allows for hyper-targeted marketing and outreach. You can identify underserved areas, focus your community liaison efforts, or even launch localized campaigns. Understanding your geographic reach helps you optimize travel time, ensure you're serving your core areas effectively, and strategically expand into new territories.


By utilizing WelcomeHome's advanced filtering and custom traits, you're not just organizing data; you're building a more intelligent, responsive, and ultimately more successful home care agency. These insights empower your team to forge deeper relationships, leading to a consistent flow of quality referrals and growth.


Curious to learn more? Request a demo today!

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