US segment
Hospice community liaison
A liaison covering 120 accounts needs a map, a visit log and a record that does not look like an incentive plan.
Hospice growth is community: physicians, SNFs, assisted living, hospital palliative teams. CareLoop is the account book and the proof of which buildings actually refer, with an explicit warning when someone logs a meal or a gift.
Who actually refers
SNF and assisted living
They refer when your team shows up and when families hear a clear status.
Physician liaisons
Track the office, not a stack of business cards.
Hospital palliative teams
Speed and a closed loop matter more than a branded folder.
A playbook for the first month
1. Separate activity from gifts
A gift log asks for a value and shows a warning. It does not tell you the gift was allowed.
2. Score the quiet accounts
Dormant is a stage, not a failure. The health score makes the stale ones obvious.
3. Let the partner watch status
Accepted and service started are visible without putting clinical detail in an email.
Will you tell us the gift limit?
No. The workspace has a visibility threshold you set, defaulting to 15 USD so large entries stand out. That number is not the law.