ReferralOS by GetPatientNow
Find and Grow the Referral Relationships That Drive Your Business
Discover potential referral sources around your territory, prioritize the right organizations, generate personalized outreach, stay on top of follow-ups, and track which relationships create opportunities.
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ReferralOSDemo dataToday’s priorities
- Follow up with a senior living community (sample)Follow-up
- Contact a care management practice (sample)Outreach
- Review 4 newly discovered organizationsReview
The problem
Referral growth is hard to manage by hand
Most agencies know referrals matter. The hard part is the work in between: building a list, deciding who to call first, writing outreach, remembering follow-ups and knowing which relationships actually lead anywhere.
- Lists live in spreadsheets, inboxes and one person’s memory.
- Outreach is generic, so it gets ignored.
- Follow-ups slip when the week gets busy.
- Nobody can say which relationships produced opportunities.
What ReferralOS does
From territory scan to tracked opportunity
Territory discovery
Set your base location and service radius. ReferralOS lists potential referral organizations that connected directories return for that territory, grouped by category.
Referral opportunity scoring
Each organization gets a fit score based on category, distance and relevance to your services, so your team starts with the most promising potential sources.
Referral source profiles and CRM
Keep one profile per organization with contacts, notes, activities and relationship stage. Everyone on your team sees the same history.
AI outreach
Generate personalized introduction emails, call notes and follow-up messages based on the organization and your services. Drafts are suggestions: you review, edit and send.
Relationship pipeline
Move each organization through clear stages, from identified to contacted, meeting held and active relationship, so nothing stalls quietly.
Today’s follow-ups
A daily list of who needs a call, visit or email, with due dates and reminders, so follow-up does not depend on memory.
Opportunity tracking
Record referral opportunities against the organization that created them, without patient names or health information, and see which relationships are producing results.
Home care launch use case
Configured first for private-pay home care
For home care agencies, ReferralOS looks for senior living communities, care managers, rehab and skilled nursing facilities, relevant physician practices, hospice organizations and senior-service organizations around your service area.
- Senior living
- Assisted living
- Independent living
- Skilled nursing / rehab
- Care management
- Relevant physician practices
- Hospice organizations
- Senior-service organizations
Other healthcare verticals are on the roadmap and will be added only once ReferralOS is configured for their referral ecosystem.
Pricing
Start with a free territory scan
The scan is free. Paid plans, including any founding offer for early home care agencies, are managed inside ReferralOS so the price you see at signup is always the current one.
Privacy by design
ReferralOS tracks organizations, contacts, activities and opportunities. It is built so you do not enter patient names or health information, and authenticated app pages are not indexed by search engines.
Frequently asked questions
Where do I log in to ReferralOS?
ReferralOS runs at app.getpatientnow.com. Existing users can log in here; new users can create an account.
Where does the list of organizations come from?
Territory scans list organizations returned by connected public directories. ReferralOS does not create fake organizations. If automated data is not available for an area, the GetPatientNow team can support the scan manually.
Will the organizations ReferralOS finds send me clients?
Not necessarily. A discovered organization is a potential referral source. ReferralOS helps you decide who to approach and keep relationships moving; whether an organization refers depends on your relationship, fit and service.
Does the AI send emails for me?
No. ReferralOS drafts personalized outreach for you to review and edit. You decide what is sent and to whom.
Do I need to enter patient information?
No. ReferralOS tracks organizations, contacts, activities and referral opportunities. It is designed so you do not need to enter patient names or health information.
How much does ReferralOS cost?
The territory scan is free. Paid plans, including any founding offer, are configured in the app and shown before you pay. See pricing.
Which businesses can use ReferralOS today?
ReferralOS is configured first for private-pay non-medical home care agencies. Other verticals will be added after validation.
See what is around your territory
Run a free scan, review the preview, and create your ReferralOS account to unlock the full referral map.