Intake and referral workflows for care managers and marketers: adding prospects, referral companies and referral sources, assigning staff to prospects, Lead Management, tracking prospect status and sharing an agency-wide lead URL.
11 interactive tutorials
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Learn how to create a new prospect in CareBravo by entering personal details and saving the complete profile with all required information.
Learn how to register a new referral company, enter contact information including address and ZIP code, and save the referral company settings on CareBravo.
Learn how to register new referral sources, enter comprehensive contact information including phone and email details, and save referral source records in CareBravo for your agency.
View Referral Date and Lead Status in your prospect list and easily sort prospects to find the information you need faster.
Release: Track & Sort Prospects by Referral Date and Lead Status
Share your agency-wide Lead URL with referral sources so they can add new prospects directly to your agency.
Release: Track & Sort Prospects by Referral Date and Lead Status
A new Referral By field is now available in a prospect's Personal Info, making it easier to identify where the prospect was referred from.
Release: Manage Prospects, Referrals & Staff More Easily with Case Management Updates
Learn how to assign care team members to prospects in CareBravo by selecting care managers, schedulers, and marketers, then saving staff assignments to complete prospect staffing.
Release: Manage Prospects, Referrals & Staff More Easily with Case Management Updates
A new Lead Management section is now available in Case Management. View and manage all your prospects from one place.
Release: Manage Prospects, Referrals & Staff More Easily with Case Management Updates
You can now view the status of prospects associated with a Referral Company, making it easier to track and monitor prospects from each referral source.
Release: Manage Prospects, Referrals & Staff More Easily with Case Management Updates
Explore new CareBravo features designed to simplify referrals, documentation, billing, and scheduling
Release: New Lead Management, Timesheet & TELLUS Enhancements Are Here
Learn how to add referral details to a client, including the external case management company, case manager, and referral source.
These tutorials show individual screens. A walkthrough with the CareBravo team shows how they fit together for your agency, your payers and your state.