Request a demo
See CasePilot with your own workflow in mind.
We walk through referral intake, documented first contact, coordination with Connections therapists, and the email updates referrers get at every step. Every demo uses fictional data only. Referrer accounts are created by our team after vetting — the demo shows what you would see once you are approved.
What the demo covers
- Referral intake and therapist assignment
- First-contact tracking and outreach logging
- Documentation, release controls, and audit trail
- Automatic email status updates back to the referrer
Ready to see it?
If you refer families and want an account, request referrer access and our team will set up a walkthrough. For anything else, just email us — please don't include any client, patient, or family information.