Meet Jot. Just tell it what you did today.
Jot is the friendly helper inside ReferaCare. Tell it about your visits, calls and new referrals in your own words, and it fills everything in for you to check and save.
See Jot in action.
A marketer's whole day of visits, logged in one message.
Watch Jot · 1 min 33 secSay it your way. Jot sorts it out.
No forms and no menus. One message can hold a visit, a new person and a reminder, and Jot puts each one where it belongs.
Riverbend Medical Center
Today · spent $85 · Short on weekend caregivers
Check back with Riverbend
Due in two weeks
Dr. Amanda Chen
Sending us Margaret Ellis
Margaret Ellis
From Dr. Amanda Chen
Ruth Okafor
Harborview Hospice · Social worker
Bring Ruth brochures
Due next Monday
Linda Park
Coming to our open house
Send Linda the open house invite
Due Thursday · Linda Park
You're always in charge.
Nothing saves until you check it
Every box has a tick. Untick anything you don't want.
Change anything first
Fix the day, the note, what you spent, or who it was with.
Undo with one tap
Saved too soon? Undo takes the whole message back.
Asks when it isn't sure
Two people named Karen? Jot asks which one instead of guessing.
Grace Okonkwo
Today · spent $18
Call Grace
Due Friday
Saved 1 visit and 1 task. Undo
Made for the car, not the desk.
Open ReferaCare on your phone after a visit and tell Jot what happened. It takes about as long as a text, and your notes are done before you're back on the road.
- Works on your phone, tablet or computer.
- One visit at a time, or your whole day at once.
- Everything lands in the right place: the contact's timeline, your visits and your tasks.
Questions about Jot
Do I have to type it a certain way?
No. Write it the way you'd tell a coworker. A quick line after one visit, or your whole day at once, both work.
What can Jot fill in?
Marketing visits and what you spent, calls, notes, follow-up tasks, new contacts and companies, and new referrals, each on the right contact.
What if Jot gets something wrong?
You see every box before anything is saved. Fix it, untick it, or skip it all. If you save by mistake, Undo takes it back.
Does Jot cost extra?
No. Jot is part of ReferaCare AI, which is included on every plan, even the free trial.
How do we turn it on?
An admin turns on ReferaCare AI in one click. Then everyone on your team sees Jot in the menu.
Can I use it on my phone?
Yes. Jot works on your phone, tablet or computer, so you can tell it about a visit before you pull out of the parking lot.
Let Jot do the typing.
Try ReferaCare free for 7 days, with Jot included.