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Give us a try. We’d love to show you first-hand how MatrixCare can help.

Rethink your referral management process

Referrals for your private duty business come from many sources: hosted events, targeted emails, other providers and care facilities, and even simple word of mouth. To stay competitive, you need an effective way to track your leads, no matter where they originate.

MatrixCare’s referral management solution can help you make the most of every referral opportunity.

  • Simplify capturing and tracking leads with our integrated Client Inquiry module
  • Use our RESTful API to integrate leads from your website or third-party vendors
  • Customize and integrate a script for your staff to follow when they take an inquiry call, and see responses entered directly into the record
  • Capture inquiry-to-conversion rates and track reasons for non-conversion
  • Convert inquiries into clients with a click of a button

These features and more mean every lead is tracked properly so you can more accurately measure the return on investment of your sales and marketing efforts. When you can track not only each contact—but also what each contact was about—you can quickly deliver the right information to nurture the relationship and turn leads into satisfied clients.

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“At the end of the day, they are truly done with their charting. They have served all the patients and documented everything they needed to and now they can put their work away. That helps them find that work/life balance that is important for the healthcare provider to jump into their schedule the next day.”

- Sangre de Cristo Community Care, a long time customer, discussing the benefits their clinical staff experiences with this integration.

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