Refidly

Built for healthcare referral & liaison teams

Track every referral. Cover every facility.

Refidly replaces the spreadsheets, sticky notes, and guessing games with one system built around how referral and liaison teams actually work.

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Refidly referral coverage map with the create-referral workspace
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Easy Setup Set up in minutes
Healthcare-Ready HIPAA-conscious by design

The whole referral operation, one dashboard.

Generic CRMs make you translate your workflow into their language. Refidly speaks yours from day one — counties, facilities, census, admissions.

Scheduling and Tasks: a shared calendar, no-account booking links, and tasks owned by the liaison who covers them
Outreach and Campaigns: blasts and campaigns through your own Gmail or Outlook, plus forms, landing pages, and fax feeding straight into the pipeline
Field Activity Logs: mileage, expenses, and visit notes logged in the field, ready when finance asks
Master Facility List: every facility, contact, and company, cross-linked with the fields your team actually needs
Referral Pipeline Tracking: watch every referral move from first call to assessment to admission or referred-out, as a table or a board
Analytics with AI on Top: referral trends by county, facility, and payor, plus a scan that turns a business card into a record
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Everything you need from day one.

No complicated rollout. No scattered tools. Just one place to manage your referral operation.

4

Steps to Launch

Sign up, import your lists, work the pipeline, act on the insight.

0

Data Migration

No consultants, no six-month rollout. Bring your CSV and go.

1

Source of Truth

Facilities, contacts, referrals, and activity—all in one place.

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Less chasing. More visibility.

Stay on top of your referrals, territories, team activity, and reporting—all from one system.

Nothing falls through.

Notifications when a record changes, full history with restore, and AI nudges when a referral source goes quiet.

One login, the right access for every role.

Owners see everything, liaisons see their work. Invite your teammates with role-based permissions.

Reporting takes minutes, not your whole Friday.

Filter by county, payor, status, or date range and export to CSV. Monthly reports stop being a whole afternoon.

Every county owned.

Assign counties to liaisons and instantly see which territories are covered — and which are leaking referrals.

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Live in an afternoon, not a quarter.

No implementation consultants. No data migration project. Four steps and your team is working out of Refidly.

Create your workspace.

Set up your organization and invite your team.

Bring your lists in.

Import facilities and referrals from CSV—or use Smart Scan to capture information.

The Refidly mobile dashboard showing referral totals, conversions, and payer source mix

Work the pipeline.

Track referrals, update statuses, log activity, and manage follow-ups.

Act on the insight.

Review analytics and AI insights to see what needs attention.

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Start tracking referrals today.

Try Refidly free — no credit card, no sales call, cancel anytime. Your team can be working out of it this afternoon.

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