New lead, phone first
A short form for an inbound call: a name and phone number are enough. The case and its first call are created together.
For interventionists and practices
Built for interventionists and group practices
ReferralFit keeps the whole referral and placement workflow in one place, on your iPhone or in your browser: leads, case files, partners, matching, placement requests, packets, and follow-ups. It works for a solo interventionist and for a practice with staff.
Completely free. No subscriptions, nothing to buy, no fees to your practice.
Today
Your day, in order
- New lead from your intake link
- Consult with the family
- Follow up with a program
- Day-7 check-in
Level of care: Residential, rationale written
True cost to the family
Deductible mostly met · within the family's budget
An estimate, never shown to programs
Your day, in order
The home screen is Today: a prioritized list of what is overdue, what is due today, and which partners are due a touch. Call or text in one tap and it is logged to the right case or partner.
- Marking something done asks for the next step, or closes the loop on purpose.
- Snooze, set a next step, or add a quick “I need to…” task in seconds.
- A daily briefing, stay-in-touch reminders, and consult alerts 30 minutes ahead.
- Reminders on your lock screen use generic text, never client, family, or program names.
Never lose a lead
A clock on every new lead
New leads sit at the top of Today with the time they have been waiting, measured against your practice's first-call target.
Your intake link
Share your practice's link and a family can ask you to call them back. The request arrives as a new lead. The form tells families it is not emergency care.
Case files: one family, one place
Contacts with one-tap call, text, and email that log to the timeline. Payment tracking. Documents kept in private storage and opened through short-lived links. Search across cases by phone number.
- The case list with every contact is saved on your phone, so a family's number is there with no signal.
- The timeline and document list of your 25 most recently opened cases are saved too, read-only.
- Optional links to your own Square invoices and PandaDoc agreements for a case.
Partners and follow-ups
Your referral network
Programs, therapists, and interventionists, each with a stay-in-touch cadence. Pin favorites for the whole team or just for yourself. Activity stays neutral: last referral, received, sent.
Follow up in one tap
From Today, a case, or a partner, Follow up gives you a ready text, email, or call script. You send it from your iPhone's own Messages or Mail; ReferralFit logs it and sets the next follow-up 48 hours out.
AI drafts, on your own key
Optional. Drafts run on your own Anthropic account, and the key stays in your phone's keychain. A draft request carries only first names and relationship (or a partner's organization), your practice name, the case stage, how and when you last reached out, and any note you type. Never phone numbers, email addresses, last names, case notes, or documents.
Benefits checks
Track a verification-of-benefits request to each program with a status and a reminder to chase it. Only the last four characters of a member ID are kept; never a date of birth or Social Security number.
Matching you can explain to a family
Matching covers all 50 states and DC, levels of care, men-only, women-only, and adolescent programs, cash budgets, and insurance, with state-aware insurance and Medicaid plan menus.
- Programs that miss a hard requirement are hidden, never shown lower.
- The rest are ordered by a fit score from 0 to 100: clinical fit, cost to the family, location, and track record.
- Mark needs as must-have, set a location preference, and ask for programs with an open bed.
- Ties go to the lower cost for the family, then rotate, so no program is always first.
- Referral counts and financial relationships never enter the ranking.
- If you choose a program that was not the top match, you record why.
- Insurance menus are discovery aids. Always verify benefits and network status with the program and the plan.
- How the ranking works, in plain language
Before you place
Ask several programs at once
From a saved match, send one de-identified request to the programs you choose. Programs answer in their portal, or you send them the same summary yourself. Compare the answers side by side: who can admit, how soon, and the daily rate. Answers never change the ranking.
Level-of-care assessment
Six short areas give a recommended level of care with the rationale written out. You choose the level; if you choose a different one, you note why. The rationale goes into the program's packet. It supports your judgment; it is not a diagnosis.
True cost to the family
Enter the plan's deductible, out-of-pocket maximum, and coinsurance, and what each program said in its benefits check, and see what the family will likely pay. Always labelled an estimate, never shown to programs, and never used to rank them.
Program Integrity Watch
See whether a program's state license, accreditation, LegitScript certification, and NPI are on file and current before you refer. Credentials inform; they never change rank.
Packets that close the loop
De-identified placement packets
Share the recommendation and why it fits. Any financial relationship with the program is disclosed in it.
Check-ins after admission
Recording an admission sets check-ins at 7, 30, and 90 days. Whether the client completed the program feeds the track record used in future matches.
Business dashboard
Case funnel, lead sources, speed to lead, collected and outstanding revenue, pending proposed contracts, and referral outcomes.
Room for your team
Teammates join your workspace with a single-use invite code and share partners, cases, referrals, and follow-ups. A solo practice sees none of the team controls.
- Assign cases and follow-ups, or tap “Take this lead” on a new lead.
- Every assignment and handoff is written to the case timeline.
- Optional push notifications for new leads and work assigned to you, with generic lock-screen text.
Your workspace is private to your practice
Yours alone
Partners, cases, referrals, notes, and documents belong to your practice. Other practices using ReferralFit cannot see them, and they are never shared or sold.
Shared only when you choose
The directory is the only shared space. One of your partners appears there only if you submit it and ReferralFit approves it.
Aggregates with a floor
Network statistics are shown only when at least five practices have contributed, so no practice, professional, or client can be identified.
De-identified where it matters
The referral ledger and match profiles are kept de-identified. Read the Privacy Policy for the details.
Completely free
Create an account from the sign-in screen, in the app or in your browser. No subscriptions, nothing to buy, and no fees to your practice.