Referral and lead management

Manage follow ups, referral accuracy, lead management, and sales team engagement from a single CRM platform that’s changing the game for post-acute care.

Leverage a cutting-edge solution that can help your organization stay focused on delivering better care and driving business growth.

Aline CRM helps reduce manual processes, improve referral tracking, and provide real-time insights, supporting your operational and strategic goals. With seamless workflows and better visibility into key metrics, teams can work more efficiently and optimize revenue opportunities.

Lead management

Manage leads and move-ins more efficiently, saving you time and money by helping increase lead conversions, enhance sales team engagement, and maximize occupancy.

Referral management

Improve the referral management process so you can focus on what matters most by helping improve referral response times, referral accuracy, and admissions decisions.

Marketing automation

Connect with prospects and referrers and maximize occupancy by supporting efforts to streamline campaigns and manual processes, including seamless integration with hospital, marketing, and billing systems.

A CRM that’s designed for you

Configurable workflows adapt to your community’s unique requirements, guiding teams every step of the way from referrals and leads to admissions and move-ins. By integrating with MatrixCare, it can help you experience a more efficient and scalable approach to managing resident information.

Core benefits include:

Minimize manual data entry while reducing errors and delays
Configure lead and referral management workflows to fit your community’s specific needs
Gain a clear view of admissions and denials by referral source, payor, and other key metrics
Access data-driven insights to support smarter marketing and admissions strategies
Align sales, billing, and care teams as well as referring hospitals for better resident experiences
Identify trends, track performance, strengthen reporting, and improve decision-making
Support compliance through improved accuracy and data-sharing

"Founded by operators that understand the true workflow and efficiencies needed in running a healthcare environment."

Sharee Cummings, Vice President, Signature Senior Living

"The referral management system in MatrixCare has streamlined our process, saving me valuable time and allowing me to focus on patient care."

Rebecca Ashling, MSN and RN, Housecall Providers

Resources

See MatrixCare in action

Start by having a call with one of our experts to see our platform in action.