walsh
Every referral starts with one thin line.
A referral CRM for community liaisons. It grades every facility and physician group that can refer, and follows each opportunity from referral to admission.
The real product, with made-up people.
Every screen below is in the demo. Open it and do the same thing yourself.
- First visit · Sep 29
- REF-1040 · Referral from Dr. Osei
- Pending admission · consents signed
- Admit this week
One visit, then another, then trust.
Every part ties an account to its visits and its opportunities, so the next thing to do is always in view.
- 01Graded accounts
Every facility and physician group, graded A to D, with the Top 35 and this quarter's targets marked.
- 02Visits and cadence
Each grade sets how often to visit. Log a visit in a few taps and the next one comes due on its own.
- 03Unscheduled accounts
The accounts nobody has seen in too long, sorted by how much they matter.
- 04Opportunities
Each referral from first call to admission, on one board. No patient details, ever.
- 05Liaison dashboards
Visits, coverage and admissions per liaison, so the director sees the week at a glance.
“Maple Grove hasn't seen you in 9 days.”
Walsh talks like a good liaison: warm, short and specific. The kite marks the one thing to do next, and nothing else.
In 1848 a teenager named Homan Walsh flew a kite across the Niagara Gorge. Its string pulled over a cord, the cord a rope, the rope a cable, and the first bridge across followed.
Referral relationships get built the same way. The mark is the kite and its string: one thin line that ends at the next thing to do.
Working software, not a slideshow.
- 01
Get your link
Request a copy below, or open the invite our team sent you. No password and no card.
- 02
Use it like it is yours
Every facility and physician is made up. Log a visit, move an opportunity, see what comes due.
- 03
Yours to keep
Your link doesn't expire. Come back to it whenever you like.
Get your own copy.
We'll email you a private link. It doesn't expire, so come back to it whenever you like.