Community Liaisons are Your Lifeline So Be Sure Their Tools Empower Them
For many homecare agencies, their community liaison or field marketer serves as the primary source of patient referrals, making them invaluable yet costly assets. Therefore, it’s imperative to equip them with tools that help them work as efficiently as possible. While various factors contribute to this, the focus here is on the significant role software plays and how it can be added to your agency’s toolkit to optimize marketer performance.
We’ve seen this scenario unfold time and again: a homecare agency hires marketers and immediately begins measuring their worth based on the volume of new leads they generate. This quickly turns into a game of quantity over quality, which can ultimately be detrimental if other operational elements aren’t in place to support such volume.
This leads administrators to adopt two distinct strategies:
Aggressive Approach
The aggressive approach aims to secure as many leads as possible, shifting focus away from qualifying leads and evaluating lead sources. This can work if the right infrastructure is in place, but often that’s not the case, which leads to bottlenecks on the intake side and reduced attention to high-quality leads.
Measured Approach
Alternatively, some agencies recognize the limitations of aggressive tactics and opt for a more deliberate strategy. Marketers are tasked with more meticulous vetting of leads and evaluation of referral sources based on quality rather than quantity. While beneficial, this approach can stifle growth and may require hiring additional marketers.
This difficult choice has challenged agencies for years. After careful analysis, Bolt concluded that a third option is possible with the help of the right software tools—an option that enables marketers to pursue quantity without sacrificing quality.
Bolt.Healthcare Marketer App
Our goal was simple: optimize marketers’ efforts by enhancing efficiency and accountability in three key areas:
- Simplifying patient referrals: Case entry is simple and fast. The built-in eligibility tool can convert an eligibility report into a case file with a tap, eliminating the need for easily lost emails.
- Streamlining referral management: Marketers input key data directly, removing the need for manual collection by back-office teams. This provides management with comprehensive statistical data on marketers and referral sources, enabling focused growth efforts.
- Centralized communication: Marketers can track their caseload, progress, and case notes, making it easy to update referral sources and communicate with back-office staff. They also have access to dynamic file tools for collecting needed patient signatures.
Results Speak for Themselves
Since the launch of the Marketer App, Bolt has received overwhelmingly positive feedback from customers who leverage its full capabilities. Users have reported noticeable improvements in lead quality and streamlined communication, empowering marketers to strengthen relationships with their top referral sources.
Additionally, the app has helped management optimize marketing strategies by evaluating and eliminating underperforming referral sources. Collectively, these benefits give agencies a competitive edge previously unavailable to them.
