Referral to visit

Get every referral staffed.

VisitWeave gives office teams one place to bring in referrals, see which clinicians are eligible for each service, send the work out for acceptance, and schedule the visits that follow.

A week of scheduled visits

How the work moves

A referral comes in. A visit gets done.

Every step leaves the next person enough context to pick the work up without asking anyone.

  1. 01 Intake

    Take in the referral

    Record the agency it came from and every service it asks for, as one request instead of a thread.

  2. 02 Staffing

    See who can take it

    VisitWeave narrows the roster to clinicians connected to that agency, eligible for that service, and covering the area — then sends it out for acceptance.

  3. 03 Scheduling

    Put visits on the day

    Once a clinician accepts, create the visits, set the times, and reorder or reschedule as plans move.

  4. 04 Field work

    Finish the visit

    Clinicians work from the same referral, update visits as they go, and mark them complete.

Who it's for

One referral, three jobs.

Everyone works from the same record. What changes is what each role needs to do next.

Office schedulers

Bring in referrals, work out who can cover each service, send them out, and keep the days filled.

Clinicians

See what has been offered, accept the work that fits, and keep visits current from the field.

Office administrators

Set up the agencies, services, visit types, and clinician roles the company runs on.

Product principles

Quiet structure for busy days.

The rules that decide how each screen is put together.

One record per referral

Intake, staffing, scheduling, and completion all happen against the same referral, so nothing has to be re-entered or re-explained.

Ownership is stated, not inferred

Who holds the next step is on the screen, rather than something you reconstruct from a thread or a phone call.

Status you read, not ask about

Changes are direct and visible. What is open, what is staffed, and what could not be filled are always in the same place.

Company

Built for the stretch between a referral arriving and a visit being done.

A referral comes in. Someone has to find a clinician who can take it, get an answer, and put a visit on a calendar. That stretch often runs on spreadsheets, phone calls, and text threads.

VisitWeave keeps it in one place — the referral, who is eligible, who accepted, and what is scheduled — so an office can see where every referral stands without chasing it.

  1. A referral arrives
  2. A clinician accepts it
  3. The visit is completed

Contact

Want a closer look?

Email the team for a walkthrough of intake, staffing, and scheduling in VisitWeave.

Get in touch