Company Name: Affinity Hospice
Industry: Healthcare / Life Sciences
Sub-Industry: Hospice Care
Products: monday.com CRM Bi-directional Integration: monday.com CRM, Homecare Homebase EMR, PrognoCIS EMR

Affinity Hospice and Palliative Care CEO Rick Cantrell announces that the bi-directional integration with monday.com CRM, Homecare Homebase and PrognoCIS has been successful. This integration accelerated the process by promoting timely access to end-of-life care for patients.

Affinity Hospice offers professional hospice and palliative care to patients with life-limiting illnesses. Their mission revolves around pain and symptom management. Affinity Hospice delivers care through a qualified team consisting of doctors, professional nurses, social workers, chaplains, hospice aides, and volunteers. Beyond ensuring a pain-free experience, this team also supports both patients and their families in preparing for the future. This assistance ranges from organizing personal affairs to guiding loved ones through the grieving process.


Challenge: Managing and Moving Patient Data

Affinity Hospice uses Homecare Homebase as the EMR for their Hospice Care and PrognoCis as the EMR for their Palliative Care. Their patient intake team dealt with a roadblock when transitioning patients from Palliative Care to Hospice Care due to the use of two separate EMR systems. 

Solution: CRM Implementation with integrations

After an assessment of Affinity Hospice’s operations CopperHill recommended monday.com CRM as the solution to optimize their processes. We developed an automated process to manage service line referrals between different lines of care, enabling integration of new patients into the appropriate systems. This streamlined the process for the patient intake team, eliminating the need for manual data entry. 

Challenge: Inbound Messaging Influx

Another key problem Affinity faced was handling over 500 inbound text messages daily, creating a significant bottleneck in their workflow. 

Solution: Enhanced Lead and Referral Tracking

To address this issue the monday.com CRM, provided an efficient and flexible way to improve communication and reduce operational delays. CopperHill also built a web form that allows prospective patients to fill out the form directly on the Affinity Hospice website, which then populates a lead in monday.com CRM. The Patient Intake team has a unified view of all potential patients, allowing them to qualify leads, convert them into referrals, and assign them to the appropriate service line.

More Information about monday.com CRM

With monday.com in place, Affinity Hospice was able to segment leads and referrals, efficiently funneling them into Homecare Homebase. The integration also provided executive visibility into their referral business, allowing them to make data driven decisions. Patient intake teams gained full visibility and reporting through the use of monday.com dashboards.