Platform features
Everything your intake team needs. Nothing they don't.
Yolara is purpose-built for the referral-to-admission workflow — not a generic CRM with healthcare fields bolted on.
See every referral. Know every next step.
Yolara gives your team a single, structured view of every active referral — organized by stage, assigned owner, and urgency. No more digging through email threads or spreadsheets to figure out where a referral stands.
- Customizable pipeline stages that match your intake workflow
- Assigned ownership so every referral has a clear responsible party
- Time-in-stage tracking to surface referrals that have been sitting too long
- Filter and sort by source, status, payer, or assigned staff
Catch at-risk referrals before they go cold.
Yolara monitors every referral in your pipeline and surfaces the ones that need attention — before a delayed follow-up turns into a lost admission. Alerts are specific, actionable, and routed to the right person.
- Follow-up overdue alerts with configurable time thresholds
- Missing document notifications tied to specific referral requirements
- Insurance verification status alerts
- Stalled referral detection when no activity is logged
Know exactly what you have — and what you're missing.
Every referral has a document checklist. Yolara tracks which documents have been received, which are outstanding, and which are required before admission can proceed. No more hunting through email attachments.
- Per-referral document checklists with required vs. optional tracking
- Secure document upload and storage
- Document status visible across the team — no duplicate requests
- Partner-submitted documents land directly in the referral record
Know which partners drive admissions — and which don't.
Yolara tracks referral volume, conversion rates, and response times by source. Identify your highest-performing partners, spot where referrals are stalling, and make data-driven decisions about where to invest your relationship-building time.
- Conversion rate by referral source over any time period
- Average time from referral receipt to admission decision
- Volume trends by source, payer, and service line
- Exportable reports for leadership and business development teams
Let referral partners submit directly — without the back-and-forth.
Referral partners — hospitals, SNFs, physicians, case managers — can securely submit referrals and supporting documents directly to your agency through a dedicated portal. Fewer phone calls, fewer emails, faster intake.
- Secure, branded portal for each referral partner
- Partners submit patient info and documents in one step
- Submissions land directly in your Yolara pipeline — no manual entry
- Confirmation receipts keep partners informed without extra calls
See Yolara in action.
We'll walk you through the platform with your agency's workflow in mind.