Top 21 Referral Portals for Home Health Agencies

✅Compare — 21 leading Referral Portals: Key Features and Suitable Agencies.

✅Discover — How AutomationEdge Referral Assure & Intake CareFlo AI layer results in faster intake, Seamless SOC, accurate NOA, and 100% compliance.

21 leading Referral Portals: Key Features and Suitable Agencies

21 leading Referral Portals: Key Features and Suitable Agencies

✅Compare — 21 leading Referral Portals: Key Features and Suitable Agencies.

✅Discover — How AutomationEdge Referral Assure & Intake CareFlo AI layer results in faster intake, Seamless SOC, accurate NOA, and 100% compliance.

21 leading Referral Portals: Key Features and Suitable Agencies

40–60% of home-health referrals are lost due to manual intake and communication gaps.
With referrals coming through fax, email, portals and calls, teams struggle to track and follow up.
The result — missed patients, delayed care, and stalled growth.

Why Referral Management Portal Matters in Home Health?

Home health teams spend hours chasing each referral, yet many referrals still slip through the cracks — costing agencies patients and revenue.

Home Health referral management software reverses this: agencies adopting referral software see faster response times, higher conversion, and measurable growth.

Benefits of Using Referral Portal

  • Faster Referral Capture
  • Better Patient Experience
  • Clear & Coordinated Communication
  • No lost referrals
  • Higher admissions without increasing staffing

The Ultimate Checklist for Choosing a Referral Portal

Integrating a referral portal into your home health ecosystem requires thoughtful evaluation. Home health needs more than digitized forms. Agencies need a platform that captures referrals, converts them, coordinates care, and scales operations without adding overhead. The critical considerations when adopting a referral management portal for home health include the following:

EHR Integration

Ensure referrals flow directly into your system for seamless intake — without manual re-entry or delays.

Conversion Tools

Prioritize features that improve referral acceptance — reminders, tracking, and workflows that boost conversion.

Scalability

Select software that supports agencies of any size — with flexible configuration and room to grow

Referral Tracking

Choose a portal with real-time visibility so you always know referral status, bottlenecks, and action items.

ROI Metrics

Review reporting on referral volume, turnaround time, and conversion impact — ensuring measurable growth.

Top 21 Referral Management Portals for Your Home Health Care Agency

Discover the leading referral portals reshaping home-health growth. These platforms are evaluated on what matters most — referral conversion, EHR connectivity, partner experience, and scalability — so you can choose a system that actually drives admissions, not just collects referrals.

1. Epic Native

Overview

Epic Native EHR Referral Module enables seamless referral management within the Epic system, used by major hospitals for discharge planning to post-acute care, including home health. It delivers a 53% increase in referral volume through in-workflow processing.

  • Bi-directional data flow between the hospital and home health
  • Real-time clinician messaging and task management
  • No need to leave EHR for referrals or status updates
  • Strong documentation integration for OASIS
  • Large home health agencies are receiving referrals from major hospital systems via Epic.

1. Epic Native

Overview

Epic Native EHR Referral Module enables seamless referral management within the Epic system, used by major hospitals for discharge planning to post-acute care, including home health. It delivers a 53% increase in referral volume through in-workflow processing.

Key Features:

  • Bi-directional data flow between the hospital and home health
  • Real-time clinician messaging and task management
  • No need to leave EHR for referrals or status updates
  • Strong documentation integration for OASIS

Suitable Agencies: Large home health agencies are receiving referrals from major hospital systems via Epic.

2. Aidin

Overview

Aidin optimizes patient choice with quality metrics display, achieving 85% selection of top-rated providers versus 16% traditionally, reducing LOS by nearly 1 day. It integrates bi-directionally with Epic and other EHRs for home health transitions

  • Real-time bed availability and STAR ratings display
  • Insurance compatibility matching
  • IMPACT Act compliance tools
  • 50-minute median referral acceptance
  • Quality-focused agencies with strong STAR ratings seeking hospital partnerships.

2. Aidin

Overview

Aidin optimizes patient choice with quality metrics display, achieving 85% selection of top-rated providers versus 16% traditionally, reducing LOS by nearly 1 day. It integrates bi-directionally with Epic and other EHRs for home health transitions

Key Features:

  • Customizable Care Plans- Tailored templates for personalised care delivery and real-time updates.
  • Dynamic Scheduling & Routing- Smart scheduling with route optimisation and live GPS tracking.
  • Mobile-Friendly Platform- Full mobile functionality for caregivers to manage tasks and documentation.
  • Integrated Billing and Payroll- Automated workflows linking timesheets, billing, and payroll for accuracy and compliance.
  • Family Portal- Secure access for families to monitor care plans, communicate with providers, and track updates.
  • Comprehensive Reporting Tools- Real-time dashboards and compliance reports to meet regulatory standards.
  • Open API for Integrations- Seamless integration with third-party EMR, accounting, and CRM systems tools.

Suitable Agencies- Quality-focused agencies with strong STAR ratings seeking hospital partnerships.

3. CarePort (WellSky)

Overview:

CarePort, now part of WellSky, manages comprehensive post-acute transitions with a 20,000-provider network and EHR-agnostic connectivity, processing referrals across care continuums. It supports real-time tracking for home health intake.

  • CarePort Guide for informed patient choices
  • Outcome tracking and case management
  • Mobile-friendly for field teams
  • Integration with multiple EHRs
  • Multi-system networks and agencies focused on hospital discharge partnerships.

3. CarePort (WellSky)

Overview:

CarePort, now part of WellSky, manages comprehensive post-acute transitions with a 20,000-provider network and EHR-agnostic connectivity, processing referrals across care continuums. It supports real-time tracking for home health intake.

Key Features:

  • CarePort Guide for informed patient choices
  • Outcome tracking and case management
  • Mobile-friendly for field teams
  • Integration with multiple EHRs

Suitable Agencies- Multi-system networks and agencies focused on hospital discharge partnerships.

4. AIDA Healthcare

Overview

AIDA Healthcare's Epic Toolbox integration streamlines post-acute referrals, reducing LOS by 8-12 days and eliminating fax delays across all 50 states. Providers respond at no cost via the AIDA Responder portal.

  • Native Epic App Marketplace integration
  • Rapid response infrastructure
  • National provider network
  • Verified EpicCare Link compatibility
  • Epic-centric home health agencies are modernizing referral workflows.

4. AIDA Healthcare

Overview

AIDA Healthcare's Epic Toolbox integration streamlines post-acute referrals, reducing LOS by 8-12 days and eliminating fax delays across all 50 states. Providers respond at no cost via the AIDA Responder portal.

Key Features:

  • Native Epic App Marketplace integration
  • Rapid response infrastructure
  • National provider network
  • Verified EpicCare Link compatibility

Alternatives- WellSky and MatrixCare

5. NaviHealth (Optum)

Overview

NaviHealth, acquired by Optum, automates clinical matching across a 68,000-provider network and specializes in care transitions, including VA and federal referrals. It ensures appropriate home health placement.

  • Clinical appropriateness algorithms
  • Automated referral generation
  • Real-time bed availability
  • Strong discharge planner relationships
  • Large systems and agencies with federal/VA referral volume.

5. NaviHealth (Optum)

Overview

NaviHealth, acquired by Optum, automates clinical matching across a 68,000-provider network and specializes in care transitions, including VA and federal referrals. It ensures appropriate home health placement.

Key Features:

  • Clinical appropriateness algorithms
  • Automated referral generation
  • Real-time bed availability
  • Strong discharge planner relationships

Suitable Agencies- Large systems and agencies with federal/VA referral volume.

6. Forcura

Overview

Forcura provides AI-driven workflow automation, reducing referral processing by 2 hours via document extraction from fax, portal, and email. It handles multi-channel intake for home health efficiency.

  • AI-powered document identification
  • Duplicate prevention and EHR integration
  • Predictive analytics for transitions
  • Shared workspaces for teams
  • High-volume agencies managing fax- and scanned-referrals.

6. Forcura

Overview

Forcura provides AI-driven workflow automation, reducing referral processing by 2 hours via document extraction from fax, portal, and email. It handles multi-channel intake for home health efficiency.

Key Features:

  • AI-powered document identification
  • Duplicate prevention and EHR integration
  • Predictive analytics for transitions
  • Shared workspaces for teams

Suitable Agencies- High-volume agencies managing fax- and scanned-referrals.

7. Homecare Homebase

Overview

Homecare Homebase offers home health-specific software with Intake Central automation, achieving 80% process efficiency and HCHB analytics benchmarking. It supports STAR rating optimization.

  • IQ AI for data extraction across channels
  • Real-time KPI monitoring
  • Mobile referral access
  • Compliance and revenue cycle integration
  • Quality-focused agencies aiming for STAR improvements.

7. Homecare Homebase

Overview

Homecare Homebase offers home health-specific software with Intake Central automation, achieving 80% process efficiency and HCHB analytics benchmarking. It supports STAR rating optimization.

Key Features:

  • IQ AI for data extraction across channels
  • Real-time KPI monitoring
  • Mobile referral access
  • Compliance and revenue cycle integration

Suitable Agencies- Quality-focused agencies aiming for STAR improvements.

8. CareVoyant

Overview

CareVoyant, nurse-developed, provides all-in-one operations with Intake Central for real-time validations, delivering a 1-STAR rating increase worth $500K in revenue for mid-size agencies. It unifies home health workflows.

  • Predictive scheduling and routing
  • HCHB Analytics against 50K agencies
  • Smart compliance tracking
  • Advanced billing management
  • Mid-to-large agencies seeking operational consolidation.

8. CareVoyant

Overview

CareVoyant, nurse-developed, provides all-in-one operations with Intake Central for real-time validations, delivering a 1-STAR rating increase worth $500K in revenue for mid-size agencies. It unifies home health workflows.

Key Features:

  • Predictive scheduling and routing
  • HCHB Analytics against 50K agencies
  • Smart compliance tracking
  • Advanced billing management

Suitable Agencies- Mid-to-large agencies seeking operational consolidation.

9. PointClickCare

Overview

PointClickCare dominates PAC with CRM eReferral, connecting 4,200 hospitals and integrating with CarePort/NaviHealth for SNF-to-home health referrals. It tracks outcomes in real-time.

  • PointClickCare Connect for bi-directional data
  • Post-discharge alerts
  • Market intelligence and occupancy tracking
  • AIDA Healthcare integration
  • Agencies with high SNF referral volume or multi-facility networks.

9. PointClickCare

Overview

PointClickCare dominates PAC with CRM eReferral, connecting 4,200 hospitals and integrating with CarePort/NaviHealth for SNF-to-home health referrals. It tracks outcomes in real-time.

Key Features:

  • PointClickCare Connect for bi-directional data
  • Post-discharge alerts
  • Market intelligence and occupancy tracking
  • AIDA Healthcare integration

Suitable Agencies- Agencies with high SNF referral volume or multi-facility networks.

10. CareScout

Overview

CareScout (Genworth) matches families to home care via extensive provider networks, focusing on long-term care insurance holders with quality/cost insights. It supports personalized home health referrals.

  • In-depth provider database
  • Insurance-based matching
  • Quality and cost transparency
  • Policyholder prioritization
  • Agencies serving insurance-backed senior care referrals.

10. CareScout

Overview

CareScout (Genworth) matches families to home care via extensive provider networks, focusing on long-term care insurance holders with quality/cost insights. It supports personalized home health referrals.

Key Features:

  • In-depth provider database
  • Insurance-based matching
  • Quality and cost transparency
  • Policyholder prioritization

Suitable Agencies- Agencies serving insurance-backed senior care referrals.

11. Seniorly

Overview

Seniorly connects families to home care with advisor support and self-guided tools for provider comparison. It emphasizes personalized in-home options.

  • User-friendly provider profiles
  • Family advisor assistance
  • Review and comparison tools
  • In-home care focus
  • Consumer-direct agencies targeting family-driven inquiries.

11. Seniorly

Overview

Seniorly connects families to home care with advisor support and self-guided tools for provider comparison. It emphasizes personalized in-home options.

Key Features:

  • User-friendly provider profiles
  • Family advisor assistance
  • Review and comparison tools
  • In-home care focus

Suitable Agencies- Consumer-direct agencies targeting family-driven inquiries.

12. AgingCare

Overview

AgingCare offers caregiver resources, forums, and referrals to partner networks for elderly home care. It builds community alongside referrals.

  • Educational content and forums
  • Local home care connections
  • Caregiver support resources
  • Senior living referrals
  • Small agencies leveraging consumer education for leads.

12. AgingCare

Overview

AgingCare offers caregiver resources, forums, and referrals to partner networks for elderly home care. It builds community alongside referrals.

Key Features:

  • Educational content and forums
  • Local home care connections
  • Caregiver support resources
  • Senior living referrals

Suitable Agencies- Small agencies leveraging consumer education for leads.

13. Care.com

Overview

Care.com connects families to home health caregivers via search and reviews, with flexible filters for elderly care. It generates high inquiry volume.

  • Background checks and reviews
  • Location/needs-based search
  • Broad care service range
  • Free listings for visibility+1
  • Agencies using supplementary consumer marketing.

13. Care.com

Overview

Care.com connects families to home health caregivers via search and reviews, with flexible filters for elderly care. It generates high inquiry volume.

Key Features:

  • Background checks and reviews
  • Location/needs-based search
  • Broad care service range
  • Free listings for visibility+1

Suitable Agencies- Agencies using supplementary consumer marketing.

14. CareLinx

Overview

CareLinx enables direct caregiver hiring and management for in-home care, with payroll support. It customizes services for home health needs.

  • Background checks and payments
  • Care team management
  • Skillset/availability matching
  • Flexible service customization
  • Private duty home care with a caregiver staffing focus.

14. CareLinx

Overview

CareLinx enables direct caregiver hiring and management for in-home care, with payroll support. It customizes services for home health needs.

Key Features:

  • Background checks and payments
  • Care team management
  • Skillset/availability matching
  • Flexible service customization

Suitable Agencies- Private duty home care with a caregiver staffing focus.

15. VNSNY

Overview

VNSNY coordinates medical home care referrals in NYC and specializes in elder/hospice services through its network. It handles complex cases regionally.

  • Comprehensive medical options
  • Provider coordination
  • Specialized elder care
  • Regional network strength
  • Urban agencies in the NYC metro with a medical/specialty focus.

15. VNSNY

Overview

VNSNY coordinates medical home care referrals in NYC and specializes in elder/hospice services through its network. It handles complex cases regionally.

Key Features:

  • Comprehensive medical options
  • Provider coordination
  • Specialized elder care
  • Regional network strength

Suitable Agencies- Urban agencies in the NYC metro with a medical/specialty focus.

16. BrightStar Care

Overview

BrightStar Care provides in-home health referrals through its franchise network, emphasizing RN oversight for skilled nursing care. It ensures high care standards.

  • RN supervision
  • Licensed provider network
  • Personalized arrangements
  • Medical staffing focus
  • Skilled home health needs franchise partnerships.

16. BrightStar Care

Overview

BrightStar Care provides in-home health referrals through its franchise network, emphasizing RN oversight for skilled nursing care. It ensures high care standards.

Key Features:

  • RN supervision
  • Licensed provider network
  • Personalized arrangements
  • Medical staffing focus

Suitable Agencies- Skilled home health needs franchise partnerships.

17. Honor

Overview

Honor partners with agencies for tech-enabled caregiver coordination and referrals, focusing on quality standards. It enhances home care delivery.

  • Caregiver management platform
  • Quality standard enforcement
  • Partner agency integration
  • Coordination technology
  • Agencies partnering for tech-boosted caregiver matching.

17. Honor

Overview

Honor partners with agencies for tech-enabled caregiver coordination and referrals, focusing on quality standards. It enhances home care delivery.

Key Features:

  • Caregiver management platform
  • Quality standard enforcement
  • Partner agency integration
  • Coordination technology

Suitable Agencies- Agencies partnering for tech-boosted caregiver matching.

18. HealthViewX

Overview

HealthViewX provides referral management and care coordination software that helps healthcare providers digitize and track referrals across the continuum of care. It focuses on improving referral visibility, reducing manual follow-ups, and closing referral loops, particularly for post-acute and outpatient transitions in the U.S. market.

  • End-to-end referral intake and tracking
  • Real-time referral status dashboards and alerts
  • Digital workflows to reduce manual coordination and delays
  • Centralized referral communication and documentation
  • Small to mid-sized home health agencies.

18. HealthViewX

Overview

HealthViewX provides referral management and care coordination software that helps healthcare providers digitize and track referrals across the continuum of care. It focuses on improving referral visibility, reducing manual follow-ups, and closing referral loops, particularly for post-acute and outpatient transitions in the U.S. market.

Key Features:

  • End-to-end referral intake and tracking
  • Real-time referral status dashboards and alerts
  • Digital workflows to reduce manual coordination and delays
  • Centralized referral communication and documentation

Suitable Agencies- Small to mid-sized home health agencies.

19. Parachute Health

Overview

Parachute streamlines DME/HME ordering with embedded prior authorization for 220K clinicians, cutting delays critical for home health starts. Completes orders in <3 Minutes.

  • EHR-direct prescribing
  • Auto-eligibility and renewals
  • Real-time tracking
  • 80% manual work reduction
  • DME-heavy home health with auth bottlenecks.

19. Parachute Health

Overview

Parachute streamlines DME/HME ordering with embedded prior authorization for 220K clinicians, cutting delays critical for home health starts. Completes orders in <3 Minutes.

Key Features:

  • EHR-direct prescribing
  • Auto-eligibility and renewals
  • Real-time tracking
  • 80% manual work reduction

Suitable Agencies- DME-heavy home health with auth bottlenecks.

20. WellSky

Overview

WellSky (54M referrals/year) consolidates post-acute via CarePort/Curaspan acquisitions, offering SkySense AI for packet summarization. Enterprise-scale transitions.

  • Unified analytics and 360 Risk
  • Multi-channel intake
  • Predictive readmission models
  • 100K+ PAC sites
  • Large integrated systems managing multiple settings

20. WellSky

Overview

WellSky (54M referrals/year) consolidates post-acute via CarePort/Curaspan acquisitions, offering SkySense AI for packet summarization. Enterprise-scale transitions.

Key Features:

  • Unified analytics and 360 Risk
  • Multi-channel intake
  • Predictive readmission models
  • 100K+ PAC sites

Suitable Agencies- Large integrated systems managing multiple settings

21. Availity

Overview

Availity unifies multi-payer portals (170M lives) for eligibility/auth tracking, vital for MA compliance by 2026. Handles 13B transactions/year.

  • Single login for payers (UHC, Aetna)
  • Real-time benefits verification
  • Referral/claim submission
  • Secure messaging
  • Multi-payer, MA-focused home health.

21. Availity

Overview

Availity unifies multi-payer portals (170M lives) for eligibility/auth tracking, vital for MA compliance by 2026. Handles 13B transactions/year.

Key Features:

  • Single login for payers (UHC, Aetna)
  • Real-time benefits verification
  • Referral/claim submission
  • Secure messaging

Suitable Agencies- Multi-payer, MA-focused home health.

Referral Intake Software Portal Comparison Table

 

Portal Overview Key Features Best Fit Agencies
Epic Native Epic’s in-workflow referral module for hospital-to-home transitions boosts referral volume. Live messaging, bi-directional data, OASIS alignment. Large agencies receiving Epic referrals.
Aidin Patient-choice platform driving higher selection of top providers and faster acceptance. Bed visibility, STAR score display, and insurance matching. High-quality agencies aiming for hospital partnerships.
CarePort (WellSky) Epic-integrated referral solution reducing LOS and eliminating fax delays. Marketplace app, rapid responses, nationwide routing. Epic-centric agencies upgrading workflows.
AIDA Healthcare Epic-integrated referral solution reducing LOS and eliminating fax delays. Marketplace app, rapid responses, nationwide routing. Epic-centric agencies upgrading workflows.
NaviHealth (Optum) Extensive transition network with matching algorithms and federal referral reach. Clinical scoring, automated referrals, and bed visibility. Large systems or agencies with VA/federal volume.
Forcura Automation platform extracting fax/portal docs to speed referral intake. AI extraction, dedupe detection, shared workflows. High-volume agencies managing faxed referrals.
Homecare Homebase Complete home health platform with automated intake and analytics. Intake Central, AI data capture, and KPI dashboards. Agencies improving STAR performance and operations.
CareVoyant All-in-one nurse-built system streamlining intake and operations. Intelligent scheduling, compliance tools, and billing integration. Mid-to-large agencies are consolidating workflows.
PointClickCare PAC leader linking 4,200 hospitals to post-acute/home health providers. Bi-directional data, alerts, and market insights. Agencies with high SNF transition volume.
CareScout LTC insurance referral network matching families with care providers. Provider database, insurance matching, transparency. Agencies serving insurance-backed senior care.
Seniorly Consumer-facing discovery and advisor platform for home care options. Comparison tools, advisor support, and reviews. Agencies targeting family-driven leads.
AgingCare Community + referral site for home care support. Forums, education, and local care connections. Smaller agencies use education for lead generation.
Care.com Consumer marketplace driving caregiver inquiries. Listings, reviews, background checks. Agencies seeking supplemental marketing.
CareLinx A platform for hiring and managing caregivers with payroll support. Skill matching, checks, and payment processing. Private-duty agencies staffing caregivers.
VNSNY NYC-based referral network for medical home care. Specialty expertise, coordinated services. Metro-NY agencies in complex care.
BrightStar Care Franchise network producing in-home/skilled referrals. RN oversight, staffing support, quality focus. Skilled agencies benefiting from franchised sourcing.
Honor Partnership platform for care delivery + caregiver management. Tech coordination, caregiver standards. Agencies seeking tech-supported staffing.
ExaCare AI AI engine processing referral packets at high speed and scale. 5–10x faster intake, audit compliance, FTE savings. High-volume post-acute/home health agencies.
Parachute Health e-ordering platform for DME/HME with rapid approvals. Auto-auth, real-time tracking, <3-min ordering. DME-heavy home health organizations.
WellSky Enterprise transition network with analytics and predictive intelligence. Multi-intake handling, risk scoring, broad network. Large integrated systems and multi-setting agencies.
Availity Multi-payer portal for eligibility, auths, and referral submission. Single login, real-time verification, secure messaging. Agencies managing MA and multi-payer compliance.

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AutomationEdge Referral Assure & Intake CareFlo — The AI Layer Advantage

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AutomationEdge CareFlo AI sits on top of your existing referral portals, EMRs, and intake sources—acting as the intelligence layer that cleans, validates, routes, and converts referrals. Instead of simply receiving referrals, agencies can now process, qualify, and admit faster with automation doing the heavy lifting.

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Eligibility & Triage Automation

Instantly checks coverage status, service eligibility, and prioritizes referrals for faster decision-making.

Patient Intake

AI-Powered Intake

AI verifies face-to-face notes and authorization data early—preventing denials later.

EMR Auto-Entry

Extracts referral data from documents, portals and faxes, then auto-updates your EMR—no manual entry.

100+ Referrals/Day Automation

Designed for high-volume intake pipelines so teams manage growth without increasing headcount.

Seamless Integration

EHR Integration

Connects seamlessly with national interoperability standards and core EMR systems for smooth handoffs.

Bridge

Bridge Home Health Achieved

20% Boost in Referral Conversion Rates
24/7 Bot Assistance to Capture Referrals
7 FTE Reduction from Referral Intake Team

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