HospiceLink Gold

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👁 DEMO HospiceLink Gold — Marketer View

Marketer:

Enterprise Command Center

🏆 Gold — Enterprise Command Center

Everything in Pro and Max, plus Revenue Intelligence, AI Referral Scorecard, Marketer Leaderboard, HIPAA Audit Log, Telehealth, Compliance Engine, Patient Portal, Territory Heat Maps, Bed Availability, AI Referral Triage, and the new Territory Management Engine — spatial clustering that auto-balances marketer workloads by facility count, visit frequency & market demand.

OVERDUE

DUE TODAY

RE-ENGAGE

MONTHLY REV

$124K

Prospect Pipeline

Inquiry

Pending Admission

Admitted

Lost

Revenue by Territory

Baylor Territory

North Dallas

McKinney / Plano

⚠ 14-Day Cold Alert: Physician Office has not been visited in 24 days.

Add Referral Source

Think of referral sources like your revenue pipeline, not just a contact

🧩 1. Basic Contact Info

Full Name *

Title / Role

Organization / Facility

Work Phone

Cell Phone

Source Type

Status

🔥 2. Relationship & Trust

Relationship Status

Last Contact Date

Trust Level (1–5)

Priority Level

Preferred Communication

Hot Button (Why They Refer to YOU)

📅 3. Follow-Up Schedule

Next Scheduled Visit

Next Action

Assigned Marketer

Territory Area

Contact Frequency

Accepts Gifts?

Referral Sources

Contact	Facility	Phone	Status	Refs	Last Touch	Next Step
Sarah M. Discharge Planner	North Park Rehab	(214)555-0110	Green	7	7 days	Visit weekly
Dr. Patel Attending MD	Baylor Hospital	(214)555-0122	Green	12	3 days	Schedule lunch
Office Mgr	Physician Office	(972)555-0133	Red ⚠	0	24 days	Initial Contact

Add Prospect

Complete profile — saves directly to Prospect Records

👤 1. Basic Identification

Prospect Full Name *

Status

Referral Source

Assigned Marketer

Phone (Primary)

Email Address

Address

❤ 2. Emotional + Situational Insight

Primary Concern

Urgency Level

Biggest Objection

Conversion Risk

📅 3. Sales Pipeline / Next Steps

Last Contact Date

Next Follow-Up Date

Next Step

Notes

Prospect Records

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Name	Status	Phone	Email	Source	Marketer	Next Step	Due	Actions

Pipeline

Stage Breakdown

Inquiry

Pending Admission

Admitted

Lost

Kanban Board

INQUIRY

Mary J. — Baylor · Ericka

PENDING ADMISSION

John T. — North Park · Mike

ADMITTED

Dorothy F. — Hospital CM · Angela

LOST

Helen P. — Family declined

Territory View

Territory	Primary Accounts	Visits	Admissions	Conversion
North Dallas	Encompass, Baylor, ALF Network	5	3	60%
McKinney / Plano	Hospital CMs, Rehab Network	4	2	50%

Productivity Tracking

Ericka — This Week

Accounts Visited

Admissions

Miles Driven

186

Mike — This Week

Accounts Visited

Admissions

Miles Driven

126

Touch Log

Referral Source

Touch Type

Date

Notes

Source	Type	Days Since	Notes
Baylor Hospital	In-Person	7 days	Left brochures with CM
North Park Rehab	Phone Call	11 days	Referral confirmed
Physician Office	In-Person	24 days ⚠	Met with office manager

Follow-Up Calendar

Click any event to view details — auto-reminders for due items

Overdue

Due Today

Upcoming

Notes

Structured note logging — Next Step is required · GPS-stamped · Role-specific workflows

Prospect / Referral Name Who is this note about?

Your Name

Position

Interaction Type

Contact Type

Urgency

Date

Decision Maker(s)

Summary of Interaction *

Patient Status Update

Barriers / Objections

✅ Next Step (Required)

👤 Assigned To

📅 Follow-Up Date

🕐 Follow-Up Time

Your GPS location will be captured and attached to this note when saved.

Reminders

Overdue

Due Today

This Week

Mary J.

Schedule On-Site Visit

Overdue 2 days

Physician Office — Cold Alert

No visit in 24 days

Due today

John T. — Follow-Up

Paperwork follow-up

Re-Engagement Queue

20–30% of lost hospice prospects convert when re-contacted at the right time.

Helen P. — Lost 45 days ago

Insurance issue resolved

Robert H. — Lost 38 days ago

Family not ready

Sandra M. — Lost 62 days ago

Chose competitor

Daily Goals

Today's Progress

Facility Visits3 / 5

Phone Calls7 / 10

New Prospects1 / 3

Set Goals

Visits Target

Calls Target

New Prospects

AI Assistant

24/7 hospice marketing intelligence

HospiceLink AI Assistant

Cold sources? Draft follow-up Convert pending? Family calls

Hi! I'm your HospiceLink AI. Ask me about referral strategies, follow-up scripts, cold source outreach, or how to convert a pending admission.

Import Data

📁

Drop CSV or Excel file here

Supports: Prospects, Referral Sources, Clinical Records

Referral Portal

All Plans: Share your portal link with hospital discharge planners and SNF social workers. Referrals appear in Prospect Records instantly.

Your Referral Portal Link

https://wemarketplus.com/refer?agency=yours

Patient	Submitted By	Source	Date	Status
William H.	Dr. Martinez	Baylor ER		New Inquiry
Gloria P.	Sarah M.	North Park		New Inquiry

Weekly Report

Admin only — auto-emailed every Monday 7am

Prospects

Admitted

Lost

Top Source

Baylor

Team Management

Admin only — access, roles, seat limits

Add Team Member

Full Name

Role

Name	Role	Status	Last Active	Actions
You (Admin)	Admin	Admin	Now	—
Ericka	Marketer	Active	Today
Mike	Marketer	Active	Today
Angela	Nurse	Active	Today

Playbook Generator

AI-generated weekly marketing strategy

City / Market

Team Size

Monthly Admits Goal

Primary Challenge

Smart Scheduling

AI-optimized daily route planning based on priority and distance

Ericka — Today's Route

8:00 AM — Baylor Hospital

Priority A · 4.2 mi · CM Sarah M.

10:30 AM — North Park Rehab

Priority A · 6.1 mi · Last touch: 7 days

1:00 PM — Physician Office

⚠ 24 days — URGENT · 3.8 mi

3:00 PM — Valley SNF

Priority B · 5.4 mi · Growing account

Route Optimizer

Marketer

Priority Mode

Family Communication Log

Timestamped — HIPAA-safe

Patient

Family Contact Name

Relationship

Contact Type

Date & Time

Summary

Dorothy F. — Phone Call

Angela · Today, 2:14 PM

Family satisfied. Pain controlled. Next: weekly check-in.

John T. — In-Person

Mike · Yesterday, 10:30 AM

Son Robert confirmed ready for admission paperwork.

EVV / GPS Mileage Tracker

Track visits with GPS verification and IRS-rate reimbursement

Staff Member

Visit Type

Visit Date

Origin Address

Destination

Miles (GPS verified)

Additional Expenses ($)

Additional Expense + Receipt Upload

Expense Category

Expense Amount ($)

Expense Notes

Receipt Upload

📎

Click or drag receipt here

PDF, JPG, PNG, HEIC accepted

Staff	Type	Miles	Expenses	Total	Status	Actions
Ericka	Facility Visit	36.2 mi	$10.50	$34.75	Pending
Mike	Hospital	28.7 mi	$5.00	$24.23	Pending
Angela	Physician Office	22.4 mi	$0	$15.01	Approved	—

🚗 This Week Total: 312.4 mi · $209.31 mileage + $27.50 expenses = $236.81 pending payroll

Territory Heat Map

Visual referral density by ZIP code

🔴 Baylor Zone
22 referrals

🟡 N. Dallas
14 referrals

🟢 McKinney
9 refs

🔵 Frisco
Untapped

Dallas Metro

🔴 Hot Zone

Baylor

22 refs

🟡 Growing

N. Dallas

14 refs

🟢 Active

McKinney

9 refs

🔵 Untapped

Frisco

0 refs

📱 Marketer Mobile

Phone-optimized field CRM for marketers on the road

HospiceLink Mobile

Marketer Field Mode

Overdue

Miles Today

🔔 Notifications

🔴 AI Triage: William H. — Score 9.2/10

Baylor ER · 23 minutes ago

⚠ 14-Day Cold Alert: Physician Office

24 days since last touch · 1 hour ago

🛏 Bed Available: North Dallas Unit (2 open)

2 hours ago

📹 Telehealth: Dorothy F. session in 30 min

Angela hosting · 3 hours ago

🎤 Windshield Mode

Gold — Voice-to-note while driving between visits

🏆 Gold Exclusive: Tap once, speak your note while driving. Auto-transcribed, GPS-stamped, and attached to the correct prospect record.

🎙

Windshield Mode Active

Tap below and speak your note. Auto-transcribed and GPS-stamped.

Ericka

"Baylor CM ready to send two more this week. Bring admit packets Thursday."

📍 GPS — Baylor Hospital

Mike

"North Park wants a group presentation next Tuesday."

📍 GPS — North Park Rehab

🔒 Secure Messaging

Gold — HIPAA-compliant encrypted team messaging

👩‍⚕️

Angela (Nurse)

🟢 Online

👤

Mike (Marketer)

🟡 Away

📋

Care Coordinator

🟢 Online

Angela (Nurse) 🟢 Online

Dorothy F. pain well controlled. Family satisfied. 🟢

Can you confirm visit Thursday 2pm with Linda F.?

Confirmed ✓ I'll bring updated med list for family review.

📹 Telehealth Sessions

Gold — HIPAA-compliant video sessions with patients and families

This Month

Upcoming

Avg Duration

24 min

Upcoming Sessions

Patient	Type	Date	Host	Actions
Dorothy F. — Family	Family Care Update	May 5, 2:00 PM	Angela (Nurse)
Robert H. — Son Michael	Nurse Assessment	May 6, 10:00 AM	Angela (Nurse)

⚖ Nurse Scheduling Engine

Gold — Auto-balances visit loads by acuity, distance & duration

🔴 High Acuity

Nurses On Duty

Load Balance

94%

Drive Time Saved

41 min

Angela N. (RN) — Today

8:00 AM — Dorothy F.

🔴 Acuity 5 · 90 min · 4.2 mi

10:30 AM — Helen W.

🟡 Acuity 3 · 60 min · 6.1 mi

1:00 PM — John T.

🔵 Acuity 2 · 45 min · 3.8 mi

Auto-Balance Controls

Date

Priority Mode

Max Visits / Nurse

🏥 Patient Portal

Gold — Secure family access to visit summaries, meds & messaging

Active Patient Portals

Dorothy F.

Family: Linda F. · Today 9:14 AM

John T.

Family: Robert T. · Yesterday

Dorothy F. — Portal View

Recent Visit Summary

May 1 · Angela N. RN · 92 min
Pain: 2/10. Patient comfortable. Medications effective.

Medications

• Morphine 15mg — PRN pain
• Lorazepam 0.5mg — PRN anxiety

📋 Admission Workflow

Gold — Step-by-step admission process with document tracking

John T. — Pending Admission

✅

RN Assessment Completed

Angela N. · May 1, 10:30 AM

✅

Physician Order Obtained

Dr. Martinez · May 2, 2:15 PM

⏳

Insurance Verification

In progress — awaiting callback

⬜

Paperwork / E-Signatures

Pending insurance verification

⬜

Admission Day Coordination

Not started

🗺 Territory Management

Gold — Spatial clustering that auto-balances marketer workloads

Workload Balance

Ericka — N. Dallas

Mike — McKinney

Angela — Plano

Assign Territory

Marketer

Territory

Priority Score (AI)

💰 Revenue Intelligence

Gold — Cost per admit, revenue per source, and team ROI

Avg Cost / Admit

$312

Revenue / Patient

$4,800

Team ROI

1,438%

Monthly Rev

$124K

Revenue by Territory

Baylor Territory

North Dallas

McKinney / Plano

📊 Marketing ROI Dashboard

ROI by Channel

Hospital Visits

1620

Physician Outreach

980

SNF Visits

740

Monthly Spend vs Revenue

Mktg Spend

$8,200

Revenue Gen

$124K

📈 Referral Analytics

Source	Total Refs	Admits	Conversion %	Revenue	Status
Baylor Hospital	22	12	54%	$57,600	🔥 Hot
North Park Rehab	14	7	50%	$33,600	Growing
Physician Office	3	1	33%	$4,800	⚠ Cold

🏆 Marketer Leaderboard

Rank	Marketer	Admits	Visits	Conversion	Score
🥇	Ericka	7	13	54%	94
🥈	Mike	4	8	50%	71
🥉	Angela	2	5	40%	52

⭐ AI Scorecard

AI-generated performance scores for each marketer (1–10)

Ericka — This Week

9.1

🌟 Excellent

Top performer this week

Referral Activity

Prospect Conversion

Follow-Up Compliance

Mike — This Week

7.2

📈 Good

Room to grow in conversion

Referral Activity

Prospect Conversion

Follow-Up Compliance

🔒 HIPAA Audit Log

Gold — Tamper-proof log of all PHI access events

User	Action	Record	IP Address
Angela (Nurse)	VIEW	Dorothy F. — Clinical Note	192.168.1.42
Ericka (Marketer)	EDIT	Mary J. — Status update	192.168.1.38
Admin	EXPORT	Weekly Report — CSV	192.168.1.10

✅ Compliance Engine

Gold — Real-time HIPAA, OIG, and Stark Law compliance monitoring

Compliance Score

98%

Excellent

✅ All gift thresholds within CMS limits
✅ No Stark Law violations detected
✅ HIPAA access logs up to date

Active Monitors

Gift & Gratuity Tracking
✅ All within $15 per-visit limit

Stark Law Monitor
✅ No physician referral violations

EVV Compliance
⚠ 2 visits logged >30 min after visit

⚡ AI Referral Triage

Gold — AI scores incoming referrals by conversion probability

Hot — Act Now

Warm — Follow Up

Cool — Monitor

Patient	Source	AI Score	Key Factor
William H.	Baylor ER	🔥 9.2/10	Immediate urgency — hospice naive
Gloria P.	North Park	🔥 8.7/10	POA aligned — cost resolved
Mary J.	Self / Family	🟡 6.4/10	Family disagreement — cost concern

🛏 Bed Availability

Gold — Real-time inpatient bed tracking (saves permanently)

Available Now

Total Beds

Occupancy

78%

Live Bed Status

Unit	Total	Occupied	Available	Actions

Add New Unit

Prospect Timeline

Complete interaction history with GPS stamps — click any note to expand

Analytics Dashboard

Admin only — aggregate performance metrics across your team

Total Prospects

Admitted This Month

Conversion Rate

30%

Lost This Month

Avg Days to Admit

8.4

Active Referral Sources

Pipeline Distribution

Inquiry4 (40%)

Pending Admission2 (20%)

Admitted3 (30%)

Lost1 (10%)

Monthly Trends (6 Months)

Month	New	Admitted	Lost	Conv%
Dec 25	4	1	1	25%
Jan 26	6	2	1	33%
Feb 26	5	1	2	20%
Mar 26	8	3	1	37%
Apr 26	9	3	2	33%
May 26	10	3	1	30%

Referral Source Performance

Source	Referrals Sent	Admissions	Conversion	Avg Days	Status
Baylor Hospital	12	7	58%	7.2	Hot
North Park Rehab	8	4	50%	9.1	Active
Physician Office	3	1	33%	14.0	Cold ⚠

Agency Performance

Admin only — leaderboard and team metrics for the current month

🥇 Top Marketer

Ericka

7 admits this month

Team Admissions

This month

Facility Visits

This week

On-Time Follow-Up

87%

Team average

Marketer Leaderboard — May 2026

Rank	Marketer	Admits	Prospects	Visits	Follow-Up %	Conversion	Score
🥇	Ericka North Dallas	7	13	13	92%	54%	94
🥈	Mike McKinney	4	8	8	78%	50%	71
🥉	Angela Plano / Allen	2	5	5	65%	40%	52

Individual Scorecards

Ericka9.4

Mike7.1

Angela5.2

Team Activity — This Week

Metric	Ericka	Mike	Angela
Facility Visits	13	8	5
Notes Logged	11	7	4
Miles Driven	186	126	82
Overdue Items	0	1	2
Cold Alerts	0	1	2

⚙️ Settings

Manage your profile, notifications, and subscription

📞 Aircall — Call · Text · Email

Reach referral sources and prospects without leaving HospiceLink. All activity auto-logged.

🏆 Gold Exclusive ● Connected

👁 Demo Mode: Calls, texts, and emails simulate real Aircall behavior. No real messages are sent.

📞 Make a Call

Contact

Phone Number

Call Purpose

Notes (pre-call)

📋 Post-Call Notes

Call Outcome

Next Step After This Call

Follow-Up Date

Summary

📋 Aircall Activity Log

Auto-logged to HIPAA Audit Trail

Type	Contact	Direction	Duration / Status	Marketer	Logged	Outcome
📞 Call	Dr. Patel Baylor Hospital	↗ Outbound	4m 32s	Ericka T.	Today 9:14am	Connected
💬 Text	Sarah M. North Park Rehab	↗ Outbound	Delivered	Ericka T.	Yesterday 2:30pm	Replied
✉️ Email	Office Mgr Physician Office	↗ Outbound	Opened	Mike R.	2 days ago	No reply yet
📞 Call	Dorothy Fleming Family / POA	↙ Inbound	6m 11s	Angela N.	2 days ago	Advancing