Referral Intelligence Agency

Referral intelligence for Medicaid waiver providers.

We find the right referral sources and connect you to them. Confidential by default. Data-driven by design.

01 / DATA

Claims-level intelligence

We work from the same publicly available signal payers and health systems use — discharge patterns, authorization activity, and placement concentration — not generic directories.

02 / REACH

AI-driven outreach

Research, drafting, sequencing, and reply triage run on modern AI infrastructure. That is how the retainer stays at $1,000 without cutting coverage.

03 / POSTURE

Confidential by default

Engagements are handled as privileged business relationships. Clients are not disclosed, case details are held in confidence, and outreach operates under the client's brand, not ours.

How It Works

A repeatable workflow, not a relationship gamble.

Most referral development in home and community-based services depends on lunches and legacy contacts. Phantom Work Co. replaces that with a four-step intelligence workflow, executed on a recurring monthly cadence.

01

Identify the population

We isolate the Medicaid waiver–eligible and post-acute populations inside your defined service territory — by waiver program, diagnosis mix, payer, and county.

02

Map the placement network

Using publicly available claims-level and placement data, we rank the hospitals, clinics, and case management entities actively moving those patients into services like yours.

03

Surface the individuals

We identify the discharge planners, hospital social workers, case managers, and waiver coordinators driving placement decisions at each source — from publicly listed professional directories and institutional websites.

04

Run compliant outreach

AI-driven email and phone sequences position your agency as a qualified service option for the next placement. We deliver booked introductions and documented referral relationships — not cold lists.

Compliance Posture

Built to operate inside the rules — not around them.

Phantom Work Co. is a marketing and data intelligence firm. Our methodology is deliberately structured to stay clear of protected health information, patient-level data, and any compensation structure that could be construed as a referral fee arrangement.

Data sources we use

  • Publicly available Medicare and Medicaid claims data
  • CMS datasets and published provider files
  • Publicly listed professional directories
  • LinkedIn and comparable professional networks
  • Hospital and health system websites

Data we do not use

  • Protected health information (PHI)
  • Patient records of any kind
  • HIPAA-covered data
  • Individually identifiable health information
  • Any data obtained from a covered entity under privileged access

How outreach stays compliant

All services are positioned and billed as marketing and data intelligence engagements — never as patient referral fee arrangements. Engagements are structured as flat monthly retainers for intelligence and outreach work product, and are designed to remain outside Anti-Kickback Statute and comparable state-level triggers.

Disclaimer. Clients should consult their own legal counsel regarding the specific regulatory environment, licensure, and payer rules that apply to their operations.
Who We Serve

Purpose-built for the Medicaid waiver continuum.

We work exclusively with post-acute, home, and community-based providers operating under Medicaid waiver programs and adjacent payer structures. We do not serve outside this niche.

PCA Companies

Personal Care Assistant providers operating under state Medicaid authority.

Home Health Agencies

Medicare-certified and Medicaid waiver home health providers.

Homemaker Services

Homemaker and companion care providers serving waiver populations.

Assisted Living Facilities

Waiver-funded and private-pay assisted living operators.

Group Homes

Licensed residential services for DD, BI, and behavioral health populations.

Hospice Agencies

Medicare- and Medicaid-certified hospice providers.

Independent Living Skills

ILS programs under CADI, BI, and equivalent waiver authorities.

Adult Day Programs

Adult day services and adult day health providers.

Waiver Case Management

CADI, BI, EW, DD, and comparable state case management agencies.

Case Study

Regional PCA operator — two-territory expansion.

A mid-sized Personal Care Assistant agency operating within a single service territory engaged Phantom Work Co. to expand into two adjacent territories without adding internal marketing or business-development headcount. The goal: convert a flat, word-of-mouth referral base into a predictable, data-driven pipeline.

Approach

We built a territory-level map of Medicaid waiver enrollment, isolated the CADI and EW sub-populations aligned to the agency's service profile, and identified the hospitals and case management entities placing the majority of those clients. From there, we surfaced named discharge planners, social workers, and waiver case managers and ran a sequenced, AI-driven outreach cadence across a 90-day engagement.

Before engagement 4 – 6 / mo

Referrals per month, drawn primarily from informal word-of-mouth sources.

By day 90 11 – 14 / mo

Placements per month, sourced through documented, named referral relationships.

143Named contacts identified
3-touchEmail sequence deployed
28Direct phone outreach attempts
9Introductions booked in 60 days
"We stopped guessing which hospitals to call. The names were specific, the timing was right, and the placements followed." — Operations Director, engaged client (identity withheld under standard engagement terms)
What's Included

What's included each month.

Every engagement operates on a fixed monthly rhythm. Clients receive a consistent set of deliverables, regardless of tier — the tier determines reach, not what is produced.

Updated named referral source list

A refreshed list of named, verified referral sources across your service territory, delivered monthly and indexed by placement activity and engagement status.

Managed AI-driven outreach sequences

Email and phone outreach sequences initiated and managed on your behalf, operating under your brand with full message and cadence oversight.

Warm introduction notifications

Real-time notifications the moment a referral source engages or responds, so your intake team can follow up while interest is active.

Monthly territory intelligence report

A structured monthly report covering placement activity, competitor referral concentration, source engagement status, and recommended adjustments for the next cycle.

Territory exclusivity

No competing provider operating in your service area will be engaged simultaneously. Exclusivity is maintained at the territory and service-line level for the duration of the engagement.

Contact

Request a Market Assessment.

Tell us your service lines, territories, and waiver programs. We will return a short scope document outlining the estimated population size, candidate referral sources, and a proposed engagement tier — at no cost and under no obligation.

Engagement Desk

  • CompanyPhantom Work Co. is a registered business operating in the United States.
  • InquiriesReviewed and responded to within two business days.

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