Navigating the Future of Care
We build human‑centered healthcare applications that simplify complexity, enhance compliance, and illuminate better paths to patient care.
Stop losing referrals.
Start growing census.
ReferralNav helps PPEC and home health providers manage referrals, intake, communication, scheduling, and reporting in one secure workflow.
Referrals are scattered
Every missed referral is a child who doesn't get placed. Every dropped intake is lost revenue — and lost care.
Fax, Email & Phone Chaos
Referrals arrive through multiple channels with no inbox or tracking — leading to duplicates and missed cases.
Paper-Based Records
Child records scattered across clipboards, spreadsheets, and shared drives with no single source of truth.
No Pipeline Visibility
Staff can't see where a referral stands without making multiple phone calls and digging through email threads.
Assessment Scheduling Gaps
Clinical evaluations get missed or delayed because there's no centralized scheduling tied to the referral.
Zero Reporting Insight
Leadership can't track conversion rates, denial reasons, or referral sources — flying blind on census strategy.
Communication Breakdowns
Families wait days for updates while coordinators chase down paperwork and play phone tag with physicians.
One intake command center
ReferralNav unifies every referral channel into a single, secure platform. From the moment a referral arrives to the day care begins — your team has full visibility, full control, and zero dropped balls.
- Referrals come in and are tracked from first contact to admission
- Drag-and-drop Kanban board to manage and prioritize your referral pipeline
- Real-time status tracking for every referral in your pipeline
- Role-based access for intake coordinators, clinical staff, and leadership
- Automated KPI dashboards updated in real time
Purpose-Built Solution
A specialized application designed for Prescribed Pediatric Extended Care (PPEC) centers and Home Health Care services.
Intake Referral
ReferralNav gives your intake team one place to receive, manage, and convert referrals, from first contact through admission. Built specifically for PPEC and home health providers, it replaces scattered processes with a single, secure platform your whole team can rely on.
- Drag & Drop Kanban Board
- Integrated Communication Hub
- Encrypted SSN/Medicaid Data
- Full Audit logging
- KPI Analysis and Reporting
Why ReferralNav Over Alternatives
Stop relying on spreadsheets, inboxes, and disconnected systems…
ReferralNav vs Spreadsheets
The Problem with Spreadsheets
- • Manual data entry leads to errors and inconsistencies
- • No enforcement of process steps or required documentation
- • No real-time visibility into where referrals are in the pipeline
- • Difficult to track timelines, delays, or bottlenecks
- • No reliable KPI reporting or analytics
- • High risk of missed follow-ups and lost referrals
How ReferralNav is Different
- • Automated workflow tracking across every intake stage
- • Built-in task management ensures nothing is missed
- • Real-time dashboards show status, delays, and bottlenecks
- • Centralized data eliminates duplicate or inconsistent entries
- • KPI reporting and analytics without manual effort
- • Audit-ready system for compliance and accountability
Bottom Line: Spreadsheets track data. ReferralNav manages and drives the entire intake process.
ReferralNav vs Shared Inbox
The Problem with Shared Inboxes
- • Conversations are scattered across threads and staff
- • No structured workflow or step tracking
- • Difficult to tie emails to specific referrals or stages
- • No accountability for follow-ups
- • No reporting on activity or performance
- • High risk of missed or delayed responses
How ReferralNav is Different
- • All communication is linked to each referral record
- • Email, SMS, and calls are automatically logged and organized
- • Workflow-driven actions ensure timely follow-up
- • Clear ownership and visibility across staff
- • Integrated communication + task tracking
Bottom Line: Shared inboxes manage conversations. ReferralNav manages communication within a complete intake workflow.
ReferralNav vs Generic CRM
The Problem with Generic CRMs
- • Requires heavy customization to support healthcare-specific processes
- • No built-in intake stages (LMN, insurance, approvals, etc.)
- • Limited tracking of required clinical documentation
- • Weak alignment with compliance and healthcare workflows
- • Can become overly complex and difficult to maintain
How ReferralNav is Different
- • Pre-configured intake workflow stages (Referral → Admission)
- • Automated tracking of clinical and insurance documentation
- • Built-in compliance awareness and audit logging
- • Purpose-built dashboards for intake performance
- • Faster deployment with minimal customization
Bottom Line: CRMs are flexible but generic. ReferralNav is purpose-built for healthcare intake and delivers immediate value.
ReferralNav vs EHR-Only Intake
The Problem with Using Only an EHR
- • Intake steps are often tracked manually or outside the system
- • Limited visibility into referral pipeline and bottlenecks
- • No structured tracking of intake progress across stages
- • Weak communication tracking with families and referral sources
- • Minimal KPI reporting on intake performance
How ReferralNav is Different
- • Dedicated intake workflow tracking from referral to admission
- • Centralized referral pipeline with full visibility
- • Automated task and documentation tracking
- • Integrated communication history (email, SMS, phone)
- • Real-time analytics and KPI dashboards
Bottom Line: EHRs manage clinical records after admission. ReferralNav manages everything leading up to admission.
End-to-end referral workflow
Every step of the intake journey — seamlessly connected in one platform.
Referral In
Capture referrals from any source
Child Record
Build a complete child profile from referral data
Communication
Coordinate with families, physicians, and insurers in-platform
Scheduling
Schedule assessments, visits, and follow-ups in-platform
Reporting
Generate compliance reports and census insights
Built for growth. Designed for care
ReferralNav delivers across every dimension that matters to PPEC and home health organizations.
Census Growth
Convert more referrals, reduce denials, and build a stronger census month over month with pipeline analytics.
Speed to Admit
Cut intake processing time with automation that eliminates manual data entry and follow-up delays.
Full Visibility
Leadership dashboards surface census trends, referral sources, and conversion metrics in real time.
Built-In Compliance
HIPAA-compliant by design with AES-256 encryption, role-based access, and tamper-proof audit trails.
Team Coordination
Intake coordinators, clinical staff, and administrators synchronized in one connected workspace.
Actionable Reporting
Understand denial patterns, referral source ROI, and pipeline velocity with built-in analytics.
Specifically built for intake teams
Designed with coordinators in mind — every screen reduces clicks and surfaces what matters most.
Built for your care model
Whether you run a PPEC center or coordinate home health services, ReferralNav adapts to your workflow.
PPEC Centers
Prescribed Pediatric Extended Care
- Census GrowthTrack every referral from first contact to enrollment. Build census deliberately with real-time pipeline visibility and source tracking.
- Child Record ManagementGenerate profile records from referrals. Store diagnoses, authorizations, emergency contacts, and physician orders securely in one place.
- Assessment SchedulingBook and track assessments and facility visits with reminders and in-platform completion tracking.
- Center VisibilityDirectors see occupancy trends, pending referrals, and compliance status across all centers in one real-time dashboard.
- Compliance-Ready IntakeDocumentation and regulatory requirements are built into every step of the intake workflow.
Home Health Agencies
In-Home Skilled & Non-Skilled Services
- Multi-Channel Referral IntakeReceive and triage referrals from hospitals, physicians, and care managers in one unified, trackable platform.
- Patient Record CreationInstantly build patient profiles, plan of care, and authorization tracking all in one record.
- Visit Scheduling CoordinationSchedule and track visits and appointments in one platform with reminders and completion tracking.
- Family & Physician CommunicationBuilt-in messaging keeps families and referral sources informed at every step, reducing call volume and delays.
- Referral Source AnalyticsIdentify your highest-converting referral sources and double down on what's driving agency growth.
Built secure. Designed for compliance
Every feature in ReferralNav is built around protecting patient data and keeping your organization audit-ready at all times.
HIPAA Compliant
End-to-end encrypted workflows with a signed Business Associate Agreement available for every customer.
AES-256 Encryption
All PHI — including SSNs, Medicaid IDs, and clinical notes — encrypted at rest and in transit.
Immutable Audit Logs
Every action timestamped, user-attributed, and device-tagged. Tamper-proof and fully exportable.
Role-Based Access
Granular permissions ensure staff see only what they need — protecting PHI at every access point.
ReferralNav is designed to meet HIPAA compliance requirements out of the box — no configuration required.
See The Solution in Action
Watch a brief walkthrough of our ReferralNav platform.
ReferralNav
Watch Demo
Care Staff Scheduling
Our scheduling platform helps PPEC centers and home health agencies keep caregivers organized and patients covered. It brings your team's weekly scheduling workflow into one place, designed to reduce administrative burden and keep your operation running smoothly.
AI-Powered Workflows
Spreadsheet-Style Editing
Multi-Center Support
Full Audit Logging
Care Staff & Patient Scheduling
Sneak Peek Video
Watch Preview
Coming soon
Our Core Values
Compassionate Innovation
Blending empathy with cutting-edge technology to serve caregivers and patients.
Trust & Clarity
Transparent, reliable systems that healthcare professionals can depend on daily.
Compliance Leadership
Designed to meet HIPAA standards and support your regulatory compliance requirements.
Human‑Centric Design
Intuitive interfaces designed specifically for the realities of healthcare workflows.
Integrity in Data & Care
Uncompromising security and accuracy in every byte of patient and operational data.
Patient-Centric Focus
Keeping patient outcomes at the center of every decision.
Get in Touch
Have questions about our solutions? Like a demo of either application? We'd love to hear from you. Simply fill out the below form and someone will reach out shortly.