Get credit for every visit you make
You're out meeting hospitals, doctors and senior communities all week. ReferaCare makes each visit quick to log, keeps track of who to see next, and shows the referrals your work brings in.
Your week with ReferaCare
- 1
Monday
Plan your visits
Schedule this week's visits, including ones that repeat. They show up on your ReferaCare calendar, and you can add that calendar to the one on your phone.
- 2
After each visit
Log it in a minute
Note who you saw, what you talked about and what you spent. It's all saved on that partner's page, so your next visit picks up where the last one left off.
- 3
When a referral comes in
See your work pay off
Every referral is tied to the partner who sent it. When it becomes a client, everyone can see where it came from.
- 4
Friday
Show your week, no spreadsheet
Your visits, spending, referrals and new clients add up on their own in the reports. No more rebuilding the week from memory.
The Visit Report: the visits you planned next to the ones you made.
No more guessing
- Who haven't I visited in a while?
- What did we talk about last time?
- Which partners are sending referrals?
- Which of my visits turned into clients?
- How many visits did I make this month?
- What did I spend, and where?
Everyone on your team uses the same app, each from their own login.
Spend your time visiting, not typing
Try it free, or book a call and we'll show you how it fits the way your agency already works.