manage marketing tasks

empower liaisons

and report on effectiveness


Once RMS reports have given skilled nursing facilities the knowledge they need about referral sources, payer mixes, win-loss, conversion rates and marketer productivity, those SNFs can effectively manage and track the execution of smarter marketing plans. Learn more . . .

Manage SNF marketing tasks, empower liaisons and report on effectiveness

Once skilled nursing facilities have gained the knowledge they need about referral sources, payer mixes, win-loss, conversion rates and marketer productivity, they can effectively manage and track the execution of smarter marketing plans:

  • Report on liaison production—referrals, payer types, conversion rates
  • Assign and track all activities of marketers/liaisons, and schedule regular reports of tasks pending and completed.
  • Create marketing campaigns and track, assign activities associated with those campaigns, and report campaign activity
  • Empower liaisons to act quickly to initiate the referral process or even make acceptance decisions in the field.
  • Track marketing tasks associated with a specific referral source, referral or marketing campaign.

Real-world benefit examples:

Specialty care provider Cumberland Hospital, with high volumes of referrals from hundreds of sources, uses Referral Management System to track and manage sales, marketing and communications tasks.

  • In a typical month, enters and manages more than 1,150 sales and marketing tasks for more than 10 users.
  • Uses scheduled daily and weekly reports of completed and pending tasks to manage daily activity of liaisons and admissions staff.
  • Reports provide a sortable view of task owners, status (completed, in progress, not started), and due and completion dates. It also identifies referral contacts and sources, and task types and topics.
  • Assesses activities and trends. What types of tasks are being assigned most frequently—visits, tours, calls, emails, presentations? Which referral sources are being contacted the most frequently? Which liaisons are the most active?


Results: This single facility generated $720,000 more revenue in Q1 2010 using RMS than in Q1 of 2009, before it rolled out RMS.

Examples of System Reports:

1) Lost Business Report: This report provides information to the organization about reasons for lost business, showing lost referrals and related notes. Valuable business intelligence can help pinpoint potential problem areas with response times, business lost to competitors; services requested not offered by your organization, physicians suggesting other facilities, and more.

2) Payer Analysis: This report provides a detailed breakdown of each facility’s payer mix relative to payer type and carrier for the date range requested. It also provides the status of referrals for that same date rang, all essential for internal financial analysis.

3) Referral Decline Report: This report filters referral declines by reason. This simple example shows two patient declines, one because of bed availability and the other being outside of the service area requested. With complete data over time, these reports let providers assess and analyze reasons they are turning patients away, and adjust their processes, offerings or acceptance criteria accordingly.

4) Referral Management Report: This report provides a snapshot of the referrals requested within a date range.  Information includes the patient, gender, diagnosis category, primary payer, referral source, referral contact within the referral source, the referring physician, assigned physician, status of the referral and the status reason. This report is great for reviewing during team meetings.

5) Referral Trend Analysis: Designate a year and the report provides trends of referrals and admissions for each referral source and referring physician for each facility. This report also shows how many patients were assigned per physician for each facility.

6) Win/Loss Analysis: This valuable analysis provides an instant view of performance for one or multiple facilities over a user-defined date range, breaking down all referrals by status, as well as wins and admits, to provide a clear win percentage.