Follow-Up

Keep every opportunity moving.

Guaranteed is an AI growth platform that helps your team coordinate next steps, recover stalled opportunities, and maintain momentum from referral through admission.

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Follow-Up gives teams one place to see what is waiting, what is overdue, who owns the next step, and where a high-value opportunity needs immediate attention.

Escalation triggered14 referrals need outreach

High-value referrals have waited more than 24 hours without contact and were routed to the intake lead.

SW
Sweetwater Care Group
5 agencies
Jul 1 to Jul 31, 2025
Good morning, Dana.
Here are the signals and growth opportunities that need your attention today.
All opportunities
Hospice
Home health
Palliative
Open follow-up tasks
38
↑ action
Average time to first contact
2.6 hrs
↑ faster
Recovered opportunities
24
↑ 11%
Tasks completed on time
91%
↑ 6 pts
Next actionsView all
91score
Call Robert Williams
No patient contact yet · Opportunity score 94 · assigned to Dana
$Overdue
84score
Request discharge summary
Needed before final eligibility review can move forward.
BlockRecords
79score
Escalate weekend backlog
14 referrals reached SLA threshold in Mesa Home Health.
UrgentQueue
Workflow automationSee detail
A
If no outreach within 2 hoursCreate a task, alert the owner, and move the referral into the priority queue.
Rule
B
If records are missing after requestSend a reminder and notify the intake lead when delay affects conversion.
Rule
C
If an opportunity score is highEscalate to the right team and recommend the next best action automatically.
Rule
SLA performanceSee breakdown
Where growth is surfacing now
First outreach
86%
Document requests
72%
Admit scheduling
91%
Partner callbacks
61%
Most follow-up recoveredDana Rodriguez

Recovered 11 previously stalled opportunities this week.

Biggest queue riskWeekend intake

Backlog concentrated between Friday evening and Saturday morning.

Team visibilityOpen tasks
1
Recover stalled opportunitiesStructured reminders helped re-engage previously delayed referrals.
Ready
2
Protect high-value referralsEscalation rules identify where faster outreach can improve conversion.
Ready
3
Reduce cross-team driftKeep intake, schedulers, and clinical staff aligned on the next step.
Review
Momentum gained+24 recovered opportunities

Follow-up automation and escalation rules helped teams re-engage stalled referrals this month.

Referral & IntakeTurn incoming demand into action fast.Opportunity IntelligenceSpot growth opportunities hiding across your data.Follow-UpKeep every opportunity moving.Service-Line GrowthIdentify where patients may fit additional programs.PerformanceSee where growth is won, lost, and improving.
How it works

Coordinate the next step, not just the next list.

Follow-Up helps teams manage open work with more structure, better ownership, and smarter escalation so high-value opportunities do not get lost in the workflow.

1

Prioritize

See which opportunities need attention first based on urgency, value, and time waiting.

2

Assign

Route work to the right person or queue so ownership is clear.

3

Escalate

Trigger reminders and escalation rules when a task is overdue or blocked.

4

Resolve

Move the opportunity forward with a documented next step.

Capabilities

Follow-up that is structured, visible, and easier to trust.

Guaranteed combines workflow orchestration with operational visibility so teams know what is waiting, what is blocked, and what needs to happen next.

Task orchestration

Create and route follow-up tasks automatically based on referral events and workflow status.

!

Escalation rules

Alert the right people when a task is overdue or a handoff stalls.

Owner visibility

Know who is responsible for the next step and where work is getting stuck.

Re-engagement support

Recover stalled or delayed opportunities with structured reminders and queues.

SLA tracking

Monitor first contact, document turnaround, and scheduling speed.

Workflow history

See what has happened, what is pending, and what was done.

Use cases

Follow-Up for the work that keeps growth moving.

Use Follow-Up to coordinate outreach, resolve documentation bottlenecks, manage partner communication, and keep the path to admission moving with less friction.

Intake operations

Keep high-priority referrals moving.

Help intake teams respond faster and recover opportunities before they go cold.

Cross-team coordination

Reduce the friction between teams.

Make handoffs between intake, operations, clinical leadership, and schedulers more visible.

Leadership oversight

See where follow-up performance is slipping.

Give leaders a clearer view into queue risk and overdue work.

Bring more structure to the work after the referral.

We will show you how Guaranteed can help your team coordinate follow-up, recover stalled opportunities, and move more patients forward.

Book a demo