Marketing CRM — Built for Home Health
Your Clinicians Have the Tools
to Do Their Jobs. Do Your Marketers?
Your Clinicians Have the Tools
to Do Their Jobs. Do Your Marketers?
Agencies invest heavily in technology so clinicians can document faster and focus on patient care. The person responsible for bringing every one of those patients through the door deserves the same investment. CAREOPS.AI's Marketing CRM gives your team the professional operational foundation they have always been missing.
The Marketer's Daily Reality
Your Marketers Are Ready to Win.
Your Spreadsheets Are Holding Them Back.
Your Marketers Are Ready to Win.
Your Spreadsheets Are Holding Them Back.
Your referral sources won't wait for your flex gap-3 items-center h-fullmarketer to find the right spreadsheet.
Your competitors are walking into the same hospitals and nursing homes every day — and they know exactly who to see, what to say, and what happened to the last referral they brought in. Your team deserves that same advantage.
What your marketers are working with today
Referral source lists in spreadsheet or personal notes
No visibility into referral status after handoff to intake
Rounding schedules managed in personal calendars
No data on which accounts generate the most admissions
No standardized reporting for administrators
Constant friction with intake over referral updates
What CAREOPS.AI gives them instead
7 million+ CMS-verified referral sources — every hospital, SNF, and physician in the country
Live referral status — updated the second intake touches a record
Rounding schedules, stops, and meetings — all managed in-app
Account performance data — referrals, conversions, and pipeline by source
Enterprise dashboards — admins see all marketing activity in real time
Seamless intake integration — zero friction, zero status calls
7M+
CMS-verified referral sources nationwide
20h
Saved per staff member per week
15%
Increase in admissions per agency
$25K
Average monthly revenue uplift
Platform Capabilities
Everything Your Marketing Team Needs to
Operate at Full Power.
Everything Your Marketing Team Needs to
Operate at Full Power.
Five capabilities that eliminate the spreadsheets, the status calls, and the guesswork that define legacy marketing operations in home health.
Your most powerful competitive advantage
7M+
CMS-Verified Referral Sources — Every Account in the Country
CAREOPS.AI imported every hospital, LTACH, rehabilitation hospital, skilled nursing facility, physician, and specialist in the United States directly from the CMS database. Your marketers search, claim, and begin building relationships with any account from day one. No cold-starting from a blank spreadsheet. No outdated contact lists. No guessing who to call.
Real-Time Referral Visibility
Zero calls to intake — ever
The second a referral status changes in intake — accepted, in review, declined — your marketing team sees it instantly in their CAREOPS.AI app. No calls, no texts, no chasing. Marketers can give referral sources accurate updates the moment they ask.
Decline Reasons — Fully Visible
Every non-admit documented and shared
When a referral is declined — at payer, clinical, welcome call, or scheduling — the reason is captured and immediately visible to marketing. No more 'I don't know what happened.' Your reps have professional, informed conversations with referral sources every time.
Rounding Schedules & Field Activity
Everything managed in one app
Marketers plan rounds, schedule facility stops, set meetings, and create events — entirely within CAREOPS.AI. No personal calendars. No scattered notes. Every field activity documented and visible to administrators in real time.
Enterprise Dashboards & Analytics
Replace the monthly spreadsheet report — permanently
Administrators get a complete live picture of marketing performance — referrals by rep, referrals by source, conversion rates by territory, and pipeline health. The monthly spreadsheet report is gone. The dashboard updates automatically.
The Integration Advantage
Intake and Marketing.
Two Teams. One Platform. Zero Friction.
Intake and Marketing.
Two Teams. One Platform. Zero Friction.
The tension between intake and marketing is one of the most damaging operational failures in home health. CAREOPS.AI eliminates it entirely — by making intake and marketing two sides of the same coin.
How it works today at most agencies
Marketers bring in a referral and lose all visibility
Intake is too busy to give status updates
Marketers cannot update referral sources
Referral sources stop sending business
Tension builds between departments
How it works with CAREOPS.AI
Marketers see every referral update the second it happens
Intake never receives a status call from marketing
Marketers give referral sources accurate, real-time updates
Referral sources trust your agency — and send more business
Both teams operate from the same source of truth
From Operators Like You
See how Home Health leaders are using CAREOPS.AI
Focusing on referrals and fostering relationships with referral sources is the most effective way to drive sustainable growth. CAREOPS.AI has done exactly that for us. It completely transformed our business model — increasing our marketing footprint, boosting revenue, and creating seamless collaboration between our marketing team, referral sources, and intake in one app. The real-time tracking of each referral is phenomenal. Once a referral is identified, our marketers and intake team monitor every step together, ensuring nothing slips through the cracks. It hasn’t just improved our operations — it’s significantly boosted employee engagement by bringing our entire workflow into one unified platform. We couldn’t be happier.
Lauren Sawyer Jurica, BSN RN
Home Health Liaison | IPR Healthcare System | Houston, TX
Your Marketers Deserve Better Tools. So Do Your Referral Sources.
Give your marketing team the same operational foundation your clinical team already has. Schedule a demo and see the full CRM platform in action — we'll show you exactly how it fits your agency's workflow and team structure.