Hospice CoPilot by Solvr
Turn more hospice referrals into admissions before they stall.
Hospice CoPilot gives sales, intake, and leadership one view of every active referral, account, owner, next action, and follow-up risk, so reps spend less time researching and more time selling to the referral sources that move census.
Prevent lost admissions
Prep reps in 30 seconds
Coach what converts
Built for hospice growth teams
Stop searching your CRM. Start coaching growth.
CoPilot is hospice CRM software for referral-to-admission visibility, intake movement, sales performance, and census growth. It puts census, admissions, discharges, pending referrals, visit goals, account referral trends, and conversion signals in front of leaders from agency and branch performance down to individual reps.
Referral workflow
Catch the moment a referral becomes a preventable lost admission.
Hospice CoPilot keeps the team focused on conversion, not chasing status updates. Stage progression, ownership, key dates, associated accounts, and referral notes stay visible so leaders can spot census leakage and coach the next move.
- Alerts when referrals are stalled at any stage.
- Referral owner, team, account, stage, and outcome in one workflow.
- Automatic visibility for intake, sales, and leadership when something changes.
- Automated daily digest of census, admissions, discharges, pending referrals, and next actions.
- Nurture tracking for “not ready today” referrals to become future admissions.
Growth visibility
One growth view for everyone accountable to census and admissions.
Protect census from invisible leakage.
See where referrals stall, which accounts convert, where sales activity is paying off, and where follow-through needs executive attention.
Spot field coaching opportunities faster.
Monitor rep performance, missed visits, account trends, plans, ride-alongs, and coaching alerts without rebuilding the field story from scattered notes.
Prevent sales and intake friction.
Keep referral status, eval outcomes, owners, and next steps visible so reps stop chasing updates and intake spends less time on calls, emails, spreadsheets, and reporting.
Stop begging reps to use the CRM.
Give reps referral status, account activity, visit context, competitor intelligence, and phone-based voice notes in one place so the CRM helps them sell instead of only tracking them.
Account intelligence
Your reps shouldn’t spend the first 20 minutes figuring out what happened.
Hospice CoPilot gives reps and sales leaders the context that usually burns selling time: what happened, what converted, what stalled, who is active, what changed, and who you are competing against.
Before the visit
Active referrals, current patients, recent discharges, visit history, conversion rate, account grade, and competitor context.
During coaching
See which accounts are high priority, which visits are overdue, and whether field activity is producing referral movement and admissions.
When territories change
Preserve territory knowledge through PTO, reassignment, and team transitions so sales momentum does not depend on one person’s memory.
Market intelligence
Give reps competitor context without making them become analysts.
Hospice reps need useful selling angles, not raw data dumps. Hospice CoPilot turns local market context into account prep: who serves the area, what the competitive picture looks like, and which questions can open a stronger referral-source conversation.
- Local competitor and admission-volume context.
- Quality and review signals that can inform positioning.
- Discovery angles for referral-source conversations.
- Public-data guardrails so teams use market data carefully.
Comparison preview
Generic CRM tracks activity. CoPilot shows what moves admissions.
This is the short version of the comparison: CoPilot is not another place for reps to document visits. It connects referral movement, intake visibility, account intelligence, rep adoption, and leadership coaching in one hospice-specific growth workflow.
See the full comparisonTurn intake from a hidden workflow into a visible growth system
Branch-level referral movement, notes, ownership, eval outcomes, follow-up plans, and next actions stay visible across teams.
Rep value, not just manager oversight
Reps get active referrals, account history, competitor intelligence, visit context, and phone-based voice notes in one place.
Coaching signals, not report chasing
Leaders see visits, goals, conversion, account movement, referral risk, and follow-up discipline without rebuilding the story.
Right-sized rollout, not enterprise drag
Census-based scope, flexible terms, and practical launch support make the tool useful without a bloated platform commitment.
Daily adoption
A hospice-built workflow your team can adopt without EMR disruption.
CoPilot was built by hospice providers around the referral-to-admission work generic CRMs miss. Teams can move from spreadsheets, shared notes, and status chasing into one clear growth workflow without replacing the EMR or rebuilding the operation.
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01
Start with a proven hospice workflow
Referral stages, ownership, account context, rep activity, and leadership views are already structured for hospice growth teams.
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02
Shift the team into daily use quickly
Intake, sales, and leaders learn what to update, what to review, and which alerts need action without adding another reporting project.
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03
Keep the EMR where it belongs
CoPilot sits beside the clinical record to make referral movement, follow-up, account intelligence, and coaching signals visible.
Pricing and terms
Advanced census-growth tooling, scoped around your agency size.
Hospice CoPilot is priced around average daily census, locations, implementation needs, and support level. The goal is to make sales intelligence and referral-conversion tooling available to hospice agencies at every stage of growth without forcing a generic enterprise package or a years-long commitment.
Census-based scope
Flexible contract terms
No oversized three-year commitment
Optional Growth Accelerator support
Day in the life of a referral
The difference between a referral everyone is chasing and a referral everyone can see.
Hospice referrals usually aren’t lost because your team isn’t working hard enough. They are lost when ownership, notes, clinical review, family contact, transport timing, and rep follow-up live in too many places.
Without CoPilot
The referral depends on memory, phone calls, and whoever happens to be available.
- The branch receives a referral, but the rep, owner, next step, and clinical review path are not visible in one place.
- Intake, sales, clinical leadership, and the branch trade calls, texts, emails, and hallway updates while other referrals keep arriving.
- A missed call, sick day, IDG meeting, weekend handoff, delayed transport, or unanswered family call can push the referral into tomorrow.
- When conversion drops, leaders have to stop and investigate what happened instead of seeing the referral status immediately.
With CoPilot
The referral has a visible owner, stage, notes, plan, and next action from the start.
- Intake enters the referral, the right rep is notified, and everyone can follow the same timeline as it moves.
- Clinical updates, family contact attempts, transport timing, after-hours plans, and eval outcomes stay attached to the referral.
- Reps can keep selling instead of chasing status, because they can see changes and receive notifications when movement happens.
- Branch, regional, weekend, and on-call leaders can open CoPilot and know what is waiting, what is stalled, and what needs action.
Questions leaders ask
CoPilot FAQ
Does CoPilot replace our EMR?
No. CoPilot sits beside the EMR and focuses on referral movement, intake visibility, sales context, follow-up accountability, and leadership coaching. The EMR remains the clinical record.
Will this overhaul our intake process?
No. CoPilot is designed for the referral, follow-up, sales, and communication work your team is already doing outside the EMR today. Instead of spreading that work across calls, texts, emails, spreadsheets, and memory, CoPilot gives it a cleaner shared home.
Will our reps actually use this CRM?
CoPilot is built to give reps value, not just track them. Reps can see active referrals tied to their accounts, referral status, account history, recent visit notes, competitor intelligence, and context before walking into sales calls. They can also see their own goals, activity, and performance over time, so the CRM helps them manage their territory instead of only reporting up.
Can leaders see what is happening without calling the branch?
Yes. Leaders can see referral stage, ownership, notes, stalled activity, account movement, admissions, discharges, conversion signals, and coaching opportunities without waiting for a manual report or on-site review.
What happens on nights, weekends, or when someone is out?
CoPilot keeps referral status, notes, plans, and next actions visible to the people covering the work, so referrals are less dependent on one person’s inbox, memory, or availability.
How is CoPilot different from a generic CRM?
Generic CRMs usually focus on logging sales activity. CoPilot connects sales activity to referral movement, intake status, account intelligence, rep performance, conversion, and admission outcomes in a hospice-specific workflow.
Do we need an EMR integration to get value?
No. CoPilot can create visibility around referral movement, sales follow-up, account context, and leadership coaching without waiting on an EMR integration project.
How is pricing structured?
Pricing is scoped around census, locations, implementation needs, and support level, with flexible terms instead of forcing every agency into the same oversized enterprise package.
Hospice CoPilot by Solvr
Find the referral leaks your team can still convert.
Book a walkthrough and we will look at your referral stages, census goals, account strategy, territory structure, and where Hospice CoPilot could give reps more selling time and leaders clearer conversion visibility.