Referral management for home care

Stop losing referrals to administrative gaps.

Yolara gives home care and home health agencies one place to track every referral from receipt to admission — with workflow automation, intelligent alerts, and referral source analytics.

Active Referrals5
Today
View all
2 referrals need attention — follow-up overdue
R-1042

Margaret H.

St. Luke's Medical Center

Pending Docs2h ago
R-1041

Robert C.

Sunrise SNF

In Progress4h ago
R-1040

Dorothy W.

Dr. Patel — Primary Care

Ready for Admission6h ago
R-1039

James F.

Riverside Rehab

Insurance Review1d ago
R-1038

Patricia L.

Oakwood Senior Living

New1d ago
3 more referrals this weekOpen pipeline
27%of referrals lost to follow-up delays
4.2 daysaverage intake time without a system
6+tools the average agency tracks manually

From referral received to patient admitted.

01

Receive

Referrals come in from hospitals, SNFs, physicians, and case managers. Yolara captures them in one place — no matter how they arrive.

02

Track

Every referral moves through your intake pipeline with assigned ownership, document checklists, and automated alerts when action is needed.

03

Admit

When a referral is ready, your team has everything they need. Yolara tracks conversion rates and source performance so you can improve over time.

How Yolara works for your team.

Referral Pipeline

See every referral. Know every next step.

One structured view of your entire intake pipeline — organized by stage, assigned owner, and urgency. No more spreadsheets.

Active Referrals5
Today
View all
2 referrals need attention — follow-up overdue
R-1042

Margaret H.

St. Luke's Medical Center

Pending Docs2h ago
R-1041

Robert C.

Sunrise SNF

In Progress4h ago
R-1040

Dorothy W.

Dr. Patel — Primary Care

Ready for Admission6h ago
R-1039

James F.

Riverside Rehab

Insurance Review1d ago
R-1038

Patricia L.

Oakwood Senior Living

New1d ago
3 more referrals this weekOpen pipeline
Intelligent Alerts

Catch at-risk referrals before they go cold.

Yolara monitors your pipeline and surfaces referrals that need attention — before a delayed follow-up turns into a lost admission.

Active Alerts
R-1039 — Follow-up overdue by 18 hours
R-1042 — Insurance card missing
R-1035 — No activity in 3 days
Document Management

Know exactly what you have — and what you're missing.

Per-referral document checklists with required vs. optional tracking. No more hunting through email attachments.

Document Checklist — R-1042
Physician Order
Insurance CardMissing
Face-to-Face Encounter
OASIS AssessmentPending
Referral Analytics

Know which partners drive admissions — and which don't.

Conversion rates, response times, and volume trends by referral source. Make data-driven decisions about your partner relationships.

Top Referral SourcesLast 30 days
St. Luke's Medical24
Sunrise SNF18
Riverside Rehab12
Dr. Patel — Primary9
Partner Portal

Let referral partners submit directly.

Hospitals, SNFs, and physicians submit referrals and documents through a secure portal. Fewer calls, fewer emails, faster intake.

Partner Referral Submission
Margaret H.
St. Luke's Medical Center
Attach documents

What intake teams are saying.

"We used to lose 2–3 referrals a week just from follow-up falling through the cracks. That doesn't happen anymore."

Sarah M.

Director of Intake

Brightview Home Health

"The referral source analytics alone changed how we think about our hospital relationships. We finally know where to focus."

David K.

Agency Administrator

Cornerstone Home Care

"Our intake coordinators actually like using it. That's not something I expected to say about software."

Linda R.

Owner

Sunrise Home Health Services

Ready to stop losing referrals?

See how Yolara fits into your agency's intake workflow.

Request a Demo

No EMR replacement required. Works alongside your existing systems.