2026 Referrals In
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YTD inbound
2025 full yr: 1342
Admissions
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Confirmed YTD
2025 full yr: 387
Inbound Conv.
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Admitted ÷ Refs In
Active Partners
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Unique sources 2026
Ref Out Conv.
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Landed ÷ Sent Out
Referred Out
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Total sent YTD
Monthly Momentum — Referrals In vs Admissions 2026 YTD
Refs In
Admissions
Conv %
This Week's Top Priorities
Top Referral Sources
Outbound Conv by Facility
Payer Mix — Active Pipeline
⚡ Relationship Decay Alerts
Outbound Conv Leaderboard
Weekly BD Briefing
Week of —
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Census
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Open Slots
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YTD Refs
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Conv Rate
This Week's Priority Actions
+ Add Manual
Tour Slot Recommendations
Highest-value facilities that have NOT yet toured Valor. These should be your tour invitations this week.
Next Dinner — Invite List
Data-driven recommendations for next month's BD dinner based on relationship status and strategy.
Tim's Weekly Activity Tracker
+ Log Activity
Facility Visits
0
Target: 2–3/week
Valor Tours Hosted
0
Target: 1–3/week
Calls / Texts
0
Logged this week
AI Strategic Analysis
No briefing generated
Click "✦ Generate Briefing" above to get a full AI-powered weekly strategy.
Touch Gap Monitor — Partners Not Contacted Recently
Grade = Volume × Inbound Conversion Rate
OON facilities we refer to earn 3× INN equity weight. Call centers tracked separately.
AElite
BStrong
CModerate
DLow Conv
⚡ Valor Direct Pipeline — Google / Social / Chatbot
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Inquiries
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Admitted
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Conv Rate
Monthly Referral Tally — 2026
Track who you've referred to and who's referred to you each month. Highlights partners who haven't received a referral this month so you don't oversaturate one source and miss another.
▼ REFERRALS IN (received from partners)
▲ REFERRALS OUT (sent to partners)
⚠ Partners Needing Outbound Referrals This Month
Coordinator Activity Detail — YTD 2026
| Coordinator | Total Cases | Admitted | Denied/DNA | Ref Out | Out Landed | Inbound Conv% | Outbound Conv% | Assigned Facilities |
|---|
Payer Mix — All Referrals In 2026
Payer Concentration Risk
BD Targeting — Facilities INN With Your Top Payers
Your highest-converting payers, matched to INN referral partners in the database. These are the facilities Tim should be actively cultivating to grow your most valuable payer pipelines.
Referral Sources by Insurance Type
Prospect Pipeline
New Relationship Development
Total Prospects
0
In Progress
0
First Referral
0
Tour Done
0
Converted
0
Step 1 — Client Profile
Smart Referral Decision Engine
Live relationship scores + 2-year conversion history + coordinator context + decay warnings. Tells you not just who to send to — but why.
Filter by LOC (Row)
Filter by Payer (Column)
Search Facility
Rows = Level of Care · Columns = Payer · Click any cell to add/edit/remove facilities
⟡
BD Intelligence
Grounded in live Monday.com data, 2025 historical records, partner intelligence, and Valor's BD strategy. Ask anything.
Which relationships are at risk?
Tim\'s focus this week?
Equity position summary
Next dinner recommendations
2025 vs 2026 trends
Payer conversion analysis
Enter to send · Shift+Enter for new line · Powered by live Monday.com + 2025 data
✦ AI Quick-Log — Say Anything
Quick Questions — Tap to Ask
Routes to: Follow-ups, Event Log, Rolodex, Prospect Pipeline, Briefing priorities, Dinner planning
Tim's Action Items This Week
+ Add
Open Follow-Ups
+ Add
Quick-Add to Prospect Pipeline
+ Add Prospect
Want to Strengthen
Recent BD Activity
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📞 Admissions Quick Intel
Log ground-level intelligence from calls — discharge coordinator updates, partner mood signals, referral context. Visible to Tim and Ryan.
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BD ROI Tracker
Does BD activity move referrals? Each row shows 14 · 30 · 60 · 90 days of refs after your last touch vs same window before. Click any row for the full timeline.
2026 BD Activity Log
Events & Calendar
Upcoming BD Activities
This Week & Recent
This Month's BD Dinner
All Events
Agendas & Meeting Minutes
✦ AI Agenda Generator
CURRENT AGENDA
No agenda generated
Use the generator above or record a meeting manually.
MEETING HISTORY
No meetings recorded yet
BD Event Log
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⊕ Assign to Tim
Total Events
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Follow-Up Needed
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Dinners
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Tours / Visits
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This Month
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No events logged yet