Stop losing care referrals in spreadsheets.

Yes, no contracts. Cancel from your account settings in under a minute. You won't be charged again, and you keep access until the end of your current billing period.

Yes — it's one of the main reasons owners use ReferaCare. The Team Activity report breaks down each team member over any date range: field visits made, marketing dollars spent, calls and notes logged, referrals brought in, and how many converted. The Visit Report shows which scheduled visits actually happened and which were missed, per rep. And Source ROI ties spend to results, down to cost per conversion. Your marketers also get a clear record of the work they're putting in, instead of having to recall it from memory.

It takes the busywork off your team. Snap a photo of a business card and the new contact fills itself in. Log a visit or a call and it suggests your next follow-up, with a due date, for you to add, change or skip. And when a note shows a task is done, it checks that task off for you, with one-click undo. ReferaCare AI is included on every plan, including the free trial.

No. It stays off until an admin on your team turns it on, and you can turn it off any time. It only looks at what your team logs after it's switched on. It starts with one suggestion at a time and gets better as your team says yes or no, and what it learns stays with your agency.

ReferaCare is built with security best practices — data is encrypted in transit and at rest, and access is scoped by organization. While ReferaCare is designed to handle sensitive referral and lead data responsibly, it is not a covered entity under HIPAA and does not sign BAAs. Avoid storing protected health information (PHI) directly in the system.

Not at all. Sign up, invite your team, and start adding referral sources — it takes minutes. No installation, no IT department, no technical background required. Already have a list? Send it to us and we'll bring it in for you, free.

Every paid plan supports multiple users. The Solo plan is for 1 user, Team supports up to 4 users, and Enterprise supports up to 20 users. Each team member gets their own login, and admins can see activity across the whole team.

Spreadsheets don't remind you when a source has gone quiet, tell you which ones actually convert, or keep your whole team in sync. ReferaCare does all of that automatically — so you spend less time managing the spreadsheet and more time in the field. And there's nothing to retype: send us the spreadsheet and we'll bring it in for you.

Yes, and we do it for you. With our free white-glove import, you send us what you have today (a spreadsheet, an export from the system you use now, even a printed list) and we bring in your contacts, companies, clients and leads, each one linked to the right referral partner. It's free on every plan, including the free trial. Email it to support@referacare.com or bring it to a call. We only need names, referral partners and dates, so please leave out any medical details.

Yes — ReferaCare is built to work right alongside AxisCare, not replace it. AxisCare stays your system of record for scheduling, visits, and billing, while ReferaCare focuses on tracking and growing the referral relationships that keep your calendar full. A direct AxisCare integration is coming soon: your referral sources — and later your leads and clients — will sync across automatically, with no copying or re-typing. In the meantime, send us what you have and we'll import it for you, free.

All plans include email support. Team and Enterprise plans get priority response times. You can reach us any time at support@referacare.com.