Family
Agent 06 of nine · Referrals & Reputation · The referral source who sends the next one.
Know where clients come from. Answer them today.
CareBravo®’s Referrals agent is AI referral and reputation software for Medicaid home and community based care agencies. The Referrals agent answers the referral the same day, shows you where each client came from, and asks the family for a review at the right moment. A person confirms anything that moves money or changes care.
The work we carry
Every new referral on one list, ranked by the clients you could lose, with the follow-up drafted for you.
The bravo you keep
The source who sends the next one.
We email you the highlights the moment you ask. No call. Nobody calls unless you ask.
The product, not a promise
This is the screen for Referrals & Reputation.
Real product screen. Sample agency, sample data, not a claim.
What your people and your office see.
Real product screens. Sample agency, sample data.
On the office screen: Where referrals come from, and what each source sends.
If any of these are your sentences.
- I don’t know where this month’s referrals came from.
- The case manager who used to send us clients retired and no one told me.
- A referral sat until the family called someone else.
- We got a bad review and I found out a month later.
- Our name is on a network letter and I can’t tell why we dropped.
- I answer referrals when I have time, which is never.
Why your current app can’t
A referral comes by fax or a case manager’s call. It sits in an inbox until someone has time. By then the family has called the next agency. Nobody knows which source sent last month’s clients, and nobody asked a happy family for a review.
What the Referrals agent makes from the tap
The Referrals agent answers the referral the same day, shows you where each client came from, and asks the family for a review at the right moment. Case managers see their own members without calling you. The source that sent one client sends the next one.
CareBravo is the Autonomous Care OS®: an operating system for Medicaid home and community based care, with an AI agent built into each of nine jobs. It starts as the EVV your state approved. Then it does the office work from the caregiver’s one tap at the door. How the whole thing works
Two parts of this job live in the product’s own distribution: case managers see their own members, and owners refer owners.
Questions
An owner’s exact words, answered on the screen, three ways to have it done.
Owner asks
Which referral sources are going quiet?
Your teamCore
The Referrals list is ranked by the clients you could lose, with the new referrals not yet called at the top.
One list.Cary®Autonomous
Cary drafts the follow-up for each source, including the day-14 check on a new referral, and the thank-you. You confirm.
Drafted by Cary, sent by you.Five promises, written like promises.
- Nothing stops. Your current system keeps running while CareBravo runs beside it for two weeks on your real data. The Parallel Promise™
- 99%, in writing. On Managed Billing, at least 99% of your claims go out without a mistake we caused. If we make one, we fix it free. We cannot promise what a payer decides. Read the guarantee
- The floor, stated up front: $250 a month, no seats, no per-user fees, no implementation fee — and corrections never billed twice.
- Thirty days’ notice, either way.
- Nobody calls unless you ask.
What owners ask about referrals & reputation.
Is there AI software for referral and reputation in home care?
Yes. Several home care systems now use AI for referral and reputation, mostly in scheduling and billing, and in most of them the AI suggests while your office does the work. In CareBravo, the Referrals agent does the work inside rules you write once: The Referrals agent answers the referral the same day, shows you where each client came from, and asks the family for a review at the right moment. It is one of nine agents, one for every job in the office, coordinated by Cary. A person confirms anything that moves money or changes care. CareBravo’s AI runs inside our HIPAA safeguards. Your clients’ records are not sent to public frontier AI models.
Can case managers see my agency?
A case manager sees her own members only. She can read and request, and cannot change a schedule. Every view is logged, and you can see who looked at what.
How do owners refer each other?
When a referred agency pays its first invoice, you each get a $250 invoice credit. It is built into the product, and the details are on the refer-an-owner page.
What do I still decide?
Anything that goes out in your name waits for your confirm.
How do I get Medicaid referrals for my home care agency?
In Georgia’s CCSP program, clients choose their own agency. A nurse care coordinator offers the choice, may pass on a doctor’s recommendation, and uses rotation if the client has no preference. So referrals come from being enrolled, being easy to reach, and being known and trusted by coordinators and doctors. Read the full answer
I’m enrolled with Medicaid but not getting referrals. Why?
Enrollment only lets you accept clients. It does not guarantee referrals. Coordinators look at the client’s choice, doctor advice, your county and hours, and whether you answered quickly last time. Check that your coverage area and contact details are current, then build relationships with the people who refer. Read the full answer
What is rotation, and how does it work in Georgia CCSP?
Rotation is how Georgia CCSP care coordinators choose an agency when a client has no preference. The care plan notes that rotation was used, and the coordination team assigns an agency. Clients can still choose their own agency when they enter the program, change agencies, or add a service. Read the full answer
How fast do I need to answer a referral?
No rule I found gives agencies a set number of minutes to answer. But Georgia coordinators work on short clocks: 24 hours to send a referral packet after services are brokered, and emergencies within 24 hours. Answer the same day, even if the answer is no. Read the full answer
What do case managers and families look for when choosing a home care agency?
Georgia care coordinators weigh the client’s choice, a doctor’s advice, special needs such as weekends or evenings, whether the service is available in the county, and whether the agency is enrolled. Families, in surveys, complain most about untrained caregivers, unannounced schedule changes and an office they cannot reach. Read the full answer
You take the bravo. We take the work.
Is Referrals and Reputation the job you’d hand over first?
The Calculator maps your drain across all nine jobs, shows which to hand over first, and recommends one plan. It never sells you up.
We email you the highlights the moment you ask. No call. Nobody calls unless you ask.