CareLoop

Referral desk for home care, hospice and clinics

Find the people who can send the next patient.

See the hospitals, nursing homes and clinics around you, then keep every introduction, meeting and status on one desk.

HIPAA-ready hosting · UK GDPR · PIPEDA

A caregiver sits with an older woman at home.

Example

Referral received

REF-2041 · status the partner can read

Example

Meeting booked

15 minutes · you record the outcome

…

referral sources found in Austin 78701

14-day

Free trial

$0

Per-referral fees

US · UK · Canada

One desk, three countries

A caregiver in a white shirt stands beside an older man seated by a window at home.
Home care
A doctor in a white coat sits with a patient on a bed in a bright room.
Hospice
A physiotherapist works on a patient's knee.
Physical therapy
An older couple walks together across a grass field.
Senior living
A wheelchair lift moves a person into an accessible van in daylight.
Non-emergency transport
A doctor in a white coat talks with a patient in a clinic corridor.
Clinics

Referral source finder

See who can refer near you.

Search a ZIP, postcode or city and see the organisations that can send patients your way.

Try M13 9WL. United States results are from NPPES and CMS. United Kingdom results are from NHS ODS. Canada is a labelled sample. The map shows organisations we could place. A free account opens the rest of the names.

Specialty explorer

Switch country and specialty. The sources, payers and script change.

Who refers

  • Local-authority brokerage. Response time and a clear decline reason matter as much as a yes.
  • Hospital discharge teams. They want a provider who can start, and a status they can trust.
  • GPs and social workers. Relationship coverage across a branch, not a single inbox.

Payer context

Not a claims file. CareLoop does not check eligibility.

  • Local authority. Commissioned domiciliary hours through brokerage. Response time and a clear decline reason matter as much as a yes. The rate is the council’s, not a CareLoop fee.
  • NHS pathways. Discharge to assess, continuing healthcare and ward teams. CareLoop does not connect to the NHS Spine. NHS DSPT is only in scope if you later connect to NHS systems.
  • Self-funders. Families pay privately. The relationship is still the discharge team, the GP or a social worker. PECR still applies before a commercial email.

Volume, as a planning range

Planning range, not a CareLoop result. A hospital discharge list on a Friday can be a dozen packages. Brokerage may offer hours in small blocks, and a branch that answers in time wins some of them and declines the rest. A GP or social worker who knows the branch may send one or two self-funded or commissioned packages a month. Capacity, not a slogan, decides the week.

Compliance

UK GDPR and the Data Protection Act 2018 apply. Host the UK workspace in London, sign a DPA, and keep a record of processing. NHS DSPT is only in scope if you later connect to NHS systems. Marketing email needs a PECR basis. ICO registration is the customer's and, where required, ours — confirm with counsel.

Sample email. Not sent by CareLoop.

Capacity for brokerage this week

Hello — we can respond to brokerage and ward discharge for the hours we staff. We will say no when we cannot start. Commercial email only goes to people we have a PECR basis for. If a short introduction is useful, reply and we will book it.

Product tour

From the first partner to a booked meeting.

Discover who to call, send the introduction, book the time, and track what happens next. These are the real screens.

Partner table in the Harborlight demonstration workspace

Discover

One organisation per row

Hospitals, skilled nursing, clinics and case managers from the demonstration directory. A live ZIP search on the marketing site does not import itself into this book. You paste or approve the ones you will work.

Open this screen in the desk

Referral growth planner

A 90-day plan from your census, not a slogan.

Move any control. The chart and the weekly mix change with it. Every projected number is an illustration.

3200
4
12
Sources you already have
1
8
25
18
40
1.1

Illustration, not a guarantee

25 attempts a week

Over 12 weeks, a third of those attempts are treated as first touches. That is 102 new sources in the model. Growth cost used: £165.83 a month.

  • Hospital3/week
  • Skilled nursing · thin in your book7/week
  • Physician group · thin in your book7/week
  • Case manager · thin in your book7/week
059M1M2M3M4M5M6

By Month 6 the illustration is 4.1 referrals a month above the current run-rate.

Incremental referrals / month
4.1
Midpoint revenue / month
£13,050.88
Band
£9,788.16 – £16,313.60
Against your goal
3.9 short of the goal at the midpoint
  1. Week 1. Name the approver, the cases you decline, and the radius you can staff. Pull a real list from the source finder for home care and keep only the buildings you will visit.
  2. Weeks 2 to 4. 25 introduction attempts a week, split 3 hospital, 7 skilled nursing, 7 physician group, 7 case manager. Skilled nursing, Physician group, Case manager are thin in the book you already have, so those types take the larger share.
  3. Weeks 5 to 8. At a 18% reply rate that is about 5 meetings a week. Record met, no-show or rescheduled. Google and Microsoft calendars are not connected.
  4. Weeks 9 to 13. Every referral gets a status the partner can read. Type the revenue figure or the overview stays at zero. The illustration puts new active sources near 7.3 and incremental referrals near 4.1 a month.

ROI calculator

Your patient value, your referrals, three ways to pay for the work.

Sliders drive the chart. The comparison is the Growth plan, a liaison cost you edit, and the done-for-you location fee. Illustration, not a guarantee, and not a salary survey.

Assumptions you can edit

Cost used for payback is the Growth plan, annual equivalent: £165.83 per month. Change nothing about referral fees — there are none.

Six-month range

Active partners at maturity

9.6

Incremental referrals / month

5.6

Payback

Under 1 month at the midpoint

Midpoint incremental revenue £12,320 per month, illustrated band £9,240 to £15,400. The band is simply 25% either side of the midpoint.

0611M1M2M3M4M5M6

By Month 6 the illustrated total is 5.6 referrals a month above the current run-rate.

Monthly illustration behind the chart
MonthCurrentIllustrated
Month 14.04.9
Month 24.05.9
Month 34.06.8
Month 44.07.7
Month 54.08.7
Month 64.09.6

What the work costs each month

The liaison figure is yours to edit. It is not a salary survey. The agency figure is the published one-location add-on. Revenue is the illustrated midpoint, not a promise.

£4,500

07.1k14kCareLoopLiaisonAgencyRevenue

Illustration, not a guarantee. It ignores seasonality, staff capacity, contract mix and local competition. CareLoop does not promise a referral count.

Questions and playbooks

Search the answers. Tick a playbook.

6 matching notes. The full set is on the guides page.

  • Do you charge per referral?

    No. Starter, Growth, Scale and the agency add-on are flat fees. A test reads the pricing module and fails if a referral count is part of the maths. Seats and the size of the partner book are the limits.

  • What is in Starter?

    Two seats, up to 250 partners, the map, kanban and table, booking links, the partner portal, and the overview. Discovery sequences are on Growth, not Starter.

  • What does Growth add?

    Five seats, up to 2,000 partners, partner discovery in the workspace, email, SMS and call-task sequences, a consent check before enrollment, and approvals. This is the plan the calculator uses for its cost line.

  • What does Scale add?

    Fifteen seats, no partner cap, and the published items for multi-location service areas, API keys, webhooks, SSO and a custom domain on the partner portal. Those Scale items are on the price list. They are not switched on in the app you can click through today.

  • What does a seat mean?

    A person who logs into the workspace: an owner, a manager, or a liaison. The partner who uses the portal is not a seat. Starter is 2, Growth is 5, Scale is 15.

  • What happens at the partner cap?

    Starter stops at 250 organisations and Growth at 2,000. The cap is the size of the book, not a bounty. Scale is listed as unlimited. The cap is not a fee per partner.

What changed

Full changelog
  • Source finder queries live registries

    A US ZIP or city now asks NPPES and CMS Provider Data. A UK postcode asks NHS ODS. Canada stays on a labelled sample directory. Counts are what those files returned, cached for six hours.

  • Planner, tour and calculator

    The 90-day plan, the screen tour and the ROI chart all run from the numbers you move. Projected referrals are an illustration.

  • Workspace you can click

    Harborlight still has the partner book, sequences in the sandbox, booking, referrals and the partner portal. Email is not delivered on this host.

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