Referral Management & Loop Closure for Assisted Living Administrators with MatrixCare
The Problem
Incoming Senior Living referrals sit in fax queues and PointClickCare work lists, and outgoing referrals die without loop closure — both cost the practice revenue and clinical quality.
What We Build in MatrixCare
AI triages incoming referrals by acuity, schedules them into open slots in PointClickCare, and chases outgoing referral loop closure with consulting providers — no referral gets lost. Purpose-built for teams running MatrixCare — uses the native API or agent integration so nothing leaves the system of record.
MatrixCare Integration Approach
Audit your MatrixCare configuration
We map the specific MatrixCare objects, custom fields, and workflows the automation needs to touch for your senior living practice.
Build on the MatrixCare API or agent
Integration happens inside MatrixCare — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in MatrixCare with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your MatrixCare instance
30-minute call. We'll look at your actual MatrixCare setup and show exactly how this workflow fits.