📅 Monthly plan
🏥 Hospice
/ 20 target
💚 Palliative
/ 20 target
February 2026 — referral goals vs. actual
| Source category | Hosp goal | Actual | Net | Palli goal | Actual | Net | Progress | |
|---|---|---|---|---|---|---|---|---|
| Monthly totals |
Annual quarterly ramp
Edit % · Hospice & Palliative auto-calculate from your goals above
% of annual
Hospice / mo ↓
Palli / mo ↓
Q1 Jan–Mar
%
Q2 Apr–Jun
%
Q3 Jul–Sep
%
Q4 Oct–Dec
%
Year-to-date snapshot
Month notes & insights —
Notes are saved per month automatically when you switch months.
🏢 Providers — the facilities and organizations you visit
These are the places — SNFs, ALFs, home health agencies, hospices, and more. Track your visit history, referral counts, and key contacts at each location. Use the sub-tabs above to browse by type, or search everything here. The people who refer to you live in the Referral Sources tab.
Show:
Primary targets: Maplewood, Brookhaven, Summit View, Cedarwood, Valley Ridge. Rehab hospitals: Riverside Rehabilitation Center and Summit Health Rehabilitation Hospital. Weekly follow-up with case managers and admissions staff.
Focus on CCRCs first — Heritage Pointe Senior Community, Ridgemont Village, The Oaks at Clearwater — these campuses include SNF and have the highest hospice conversion potential. Schedule monthly in-service events in these buildings.
All 32 ALFs in Greenville County. Memory care facilities are your highest-priority hospice referral sources — toggle the filter below to focus on them first.
Home care companies are strong palliative referral sources. Build relationships with care coordinators and schedulers — they see patients daily and recognize decline early.
Home Care Companies 0 sources
Home health agencies share patients who are approaching end of life. Nurses and therapists on these teams are often the first to recognize when a patient needs hospice conversation.
Home Health Agencies 0 sources
Other hospice organizations, palliative care programs, and senior placement agencies. Track competitors and partners — relationships here can generate cross-referrals and co-marketing opportunities.
Hospice & Palliative Orgs 0 sources
Physicians, hospitals, senior placement agencies, personal sphere of influence, and any other referral source that doesn't fit another category. Catch-all for your full network.
Miscellaneous Sources 0 sources
📍 Weekly Route Planner
Drag facility cards onto days to build your week. Click 📍 Open in Maps to launch turn-by-turn directions. The system scores every facility by relationship tier + days since last visit to suggest your highest-value stops first.
🗺 Saved Routes Build once · Load any day · Launch GPS
🏠 Starting address:
Used as origin for GPS
⭐ A Route
No stops saved yet
🔵 B Route
No stops saved yet
🟡 C Route
No stops saved yet
⚪ D Route
No stops saved yet
Show suggestions:
A — Prime (overdue weekly)
B — Warm (overdue bi-weekly)
C — Lukewarm (overdue monthly)
D / Ungraded
🎯 Suggested stops — ranked by value score
(tier × recency · drag to any day or click Add)
👤 Referral Sources — the people who send you referrals
These are the individuals — discharge planners, DONs, physicians, care coordinators — who personally refer patients to you. Unlike the Providers tab (which tracks facilities), this tab tracks the relationship with the person: how recently you connected, how many referrals they've given you this month, and what's next.
Referral Sources are auto-created when you log a referral from a provider tile. You can also add them manually with + Add new source.
Time window:
Month-to-date performance summary
| Name | Organization | Type | Refs MTD | Last contact | Status |
|---|
💡 Daily habit: Every morning, check this tab. Call or message any source showing "Overdue" before you start field visits. A 2-minute update call ("Just wanted to let you know your patient from last week was admitted and is doing well…") builds the relationship more than any lunch meeting.
Referral pipeline
Every referral received — log it on a facility tile, track it here, confirm the close to post it to Goals.
| Patient | Type | Facility | Referred by | Date | Tags | Notes | Optima ID | Status | Actions |
|---|