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Hospital Discharge Planning Partnerships That Send You Referrals at a glance

Hospital Discharge Planning Partnerships That Send You Referrals

For agency business development: how to work with case management and discharge planners.

Hospitals send referrals when discharge planners and case managers know you, trust you, and know you can start care fast. That doesn’t happen from one lunch. It happens from consistent follow-up and performance. Set clear referral-to-SOC intake management so partners see you can deliver.

Who to talk to

Discharge planning and case management. Introduce your agency, your service area, and your payers. Ask what they need from a home health partner: turnaround time, communication (do they want a call when you admit?), and any forms or systems they use. Then deliver. If you say you’ll do SOC within 48 hours, do it. If you don’t, they’ll send the next referral elsewhere.

Staying on their radar

One visit isn’t enough. Check in periodically: share your star rating if it’s good, or tell them you’ve improved your time-to-SOC. When they send you a referral, acknowledge it quickly and update them when the patient is admitted. Experienced business development leads track which contacts they’ve met, when they last followed up, and what was promised,so no one falls through the cracks. We have a discharge partner outreach script you can download: what to say on the first contact, how to follow up, and a short tracker so you know who to touch base with this month. Use the button below to get it.

See it in HH Assist

HH Assist uses AI to power intake that actually works. Our AI analyzes referral packets, verifies face-to-face and order-to-note alignment, and surfaces missing items so more referrals reach start of care. Track referral volume and conversion in the app, and use AI-powered checklists for insurance verification and handoffs. Want to see how our AI can help your intake and referral process?


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