Know exactly where your clients come from
Track referral sources at intake, measure which channels produce the most clients and revenue, and optimize your marketing.
12 pre-loaded referral sources
Hospitals, case managers, physicians, word of mouth, online search, and more — ready to use the moment you create your organization. No setup required.
Custom source creation
Add your own referral sources for community partners, specific facilities, or marketing campaigns. Track what matters to your agency.
Performance reporting
See client count and revenue by referral source in a single report. Identify your highest-value channels and double down on what works.
Auto-seeded on org creation
Standard referral sources are created automatically when you set up your account. Start tagging clients from day one — no configuration needed.
Related Features
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