QAssist
QAssist: Referral Partners
Your AI-powered planning assistant for building stronger referral relationships. QAssist for Referral Partners helps you identify the right partners in your area, prioritize who to connect with first, and practice what to say before you reach out. Think of it as your on-demand coach — available anytime you need a confidence boost, fresh ideas, or a quick script to keep your referral outreach moving forward.
What is it?
The Custom GPT is an AI-powered assistant built specifically for Qualicare franchisees. You can think of it as a planning tool that helps you with research, prioritization, and outreach ideas for referral partners.
It runs on ChatGPT, which means you’ll need a ChatGPT account to use it. Once you log in, you’ll access a version that has been trained with Qualicare’s brand guidelines and referral partner resources, so the answers are tailored to your needs.
Access the Custom GPT here (login required)Why it’s valuable
Building referral partner relationships takes time and consistency. The Custom GPT saves you hours of research and preparation by:
- Suggesting referral sources in your local area (e.g., hospitals, elder law attorneys, facilities)
- Helping you prioritize which contacts to reach out to first
- Drafting sample scripts, follow-up messages, or collateral suggestions
- Acting as a safe “practice partner” to help you rehearse outreach before you pick up the phone or walk into a meeting
It’s not a replacement for your own judgment or the e-learning training. Instead, think of it as an extra set of hands to help you plan smarter and faster.
When to use it
- Starting out: “I’m new and don’t know who to approach.” The GPT can generate a list of local referral partner types in your area.
- Prioritizing: “I have three contacts—who should I reach out to first?” The GPT can weigh the likely impact of each contact and help you prioritize which one to spend your time on.
- Practicing: “I need a sample script to call a discharge planner.” The GPT can provide a draft that you adapt to your voice.
- Planning follow-up: “What’s the best next step after meeting with a memory care director?” The GPT can give you structured ideas.
How to use it
Make sure you have a ChatGPT account. If you don’t already, you can sign up in a few minutes at chat.openai.com.
Open the Custom GPT link provided by Qualicare.
Type in your scenario as naturally as possible. You don’t need special prompts—just ask questions the way you’d ask a colleague.
Example: “I’m a new Qualicare franchise partner in Boston, USA. Can you suggest ten referral partner sources in my area and tell me which three I should prioritize?”
Example: “Give me a sample email for following up with a hospital case manager.”
Review the answer. Use it as a starting point, not a final draft. Adapt it to your style, and cross-check with your Quick Guides and E-Learning training.
QAssist: Referral Partners Demo
See an example below how QAssist works:
Best practices and reminders
Use it for planning, not for sending messages directly. Always personalize before sharing anything with referral partners.
Keep it simple. You don’t need to know “AI” language—just type your question as if you’re asking a colleague.
Check compliance. Don’t include patient names or private information when using GPT.
Pair it with other tools. Use Quick Guides for messaging, Email Templates for sending, and GPT for brainstorming and planning.
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