HOMECARE INTAKE & REFERRAL MANAGEMENT
Perfect for Growing Home Care Agencies Like Yours
EFFICIENT, SECURE, AND RELIABLE
End to end referral management system, streamlining the entire intake process. This powerful solution was designed & developed for the exact needs of home care agencies.
Notable features include: personalized dashboards, powerful reporting, detailed logging, easy monitoring, usertype access controls, monthly updates and much more.
GROW YOUR AGENCY
- Lead / Referral Management
- Customer Relationship Management
- Referral Source Tracking
- Advanced Analytics
- Business Intelligence Tools
HIGHER REVENUE
Bottom Line: Bolt Intake App pays for itself.
No more referrals falling through the cracks because of missed followups or bad record keeping. Easily search, find, tag and follow any referral ever received.
BETTER MARGINS
Process 100%+ more cases without adding any new staff. Using the intake system which streamlines the entire intake process, you give your agents and coordinators the exact information they need at the exact time it's needed. No more scrolling through shared spreadsheets, or searching for files in your email - put everything at your staff’s finger tips.
ACCOUNTABILITY
Track, report & analyze all incoming referrals. This allows you to know exactly who is doing what & how they are performing. This can be a referral source, one of your marketers, an intake coordinator or even a manager. Track cases using 100’s of available filter options to easily get the data you need in real-time.
WHAT YOU GET
Unlimited Access!
- Unlimited Referrals!
- Unlimited Cases!
- Unlimited Tasks!
- Unlimited Contacts!
- Unlimited Users!
- Unlimited Reports!
Intake App Setup & Customization
- Flexible & Powerful Framework
- Custom Implementation
- Status Strategy
- Track/Task/Status Buildout
Security & Authentication
- Bank-level encryption
- Industry Standard Best Practices
- User access logs
- IP address restricted access
- Complete User Management
Referral/Case
Management
- Customizable Personal Data Fields
- Follow-up Dates view/add/edit next date
- Case Mgmt view/add/print/email notes
- Case Files Mgmt view/add/delete files
- Add / Update Tracks
- Update Track Status
- Case Activity Log
System Dashboards
- Admin/Agent/Coordinator Track Dashboard
- Admin/Agent/Coordinator Alt Track Dashboard
- Admin/Agent/Coordinator Follow Up Dashboard
- Admin Flagged Cases Dashboard
- Marketer Case Dashboard
System Reports
- Advanced Case/Referral Search
- Referrals Report
- On Service Report
- Active Tracks Report
- Follow Up Report
- Medicaid Report
- System Activity Log
- Marketer Report
We KNOW Homecare.
You are in good hands
Our team has been building software solutions and platforms for Homecare agencies for over 10 years. With unparalleled knowledge of the industry, advanced technology, tons of experience and always putting our customers first. We know exactly what it takes & how to directly improve your agency bottom line by optimizing your intake workflow using the Bolt Intake App.
Customized for YOUR agency!
Bolt intake app was designed so that it allows you to customize the experience to your specific agency’s workflow, setup & unique business needs - while using the unparalleled advanced platform to power the dynamic user experience. Features like personalized dashboards, follow up alerts, smart sorting, customizable statuses and much more.
