Hospice
Kingsweir Heights Hospice · Hospice · Bellingham, WA
Rafe Bjornsson is the care coordinator at Kingsweir Heights Hospice, a community hospice in Bellingham, and he uses this board to guide each family from the opening conversation to a signed election form and to see which referral sources bring the families who sign.
HealthcareSales pipelineLinked tables4 tables · 6 views · 2 forms · 1 dimension set · 1 digest · 1 notification · 1 stage rule set · 1 agent
Use this templateInquiry board
InquiriesNew call6
Quartermain family — nursing facility careKH-6194Thessaly Drysdale-Han
Montague-Fong family — home careKH-6197Isadora Thackeray-Mwale
Lindholm family — home careKH-6200Evaristo Lindholm-Cruz
Jessup-Amadi family — assisted living careKH-6203Griselda Penhallow-Adeyemi
Rourke family — home careKH-6206Thaddeus Rourke-Vance
1 moreEligibility checked7
Quill family — home careKH-6173Kasimir Vanterpool
Tidewell family — hospital to home careKH-6176Evander Tidewell-Park
Langford family — home careKH-6179Odessa Langford-Eze
Kestrel family — assisted living careKH-6182Mortimer Kestrel-Adair
Hargreave family — home careKH-6185Linnea Bellerose
2 moreIntake visit booked6
Abioye family — home careKH-6155Delphine Abioye-Marsh
Whitcombe-Ajay family — home careKH-6158Leander Voss-Ibarra
Achterberg family — assisted living careKH-6161Fenna Montague-Fong
Delgado family — home careKH-6164Zachariah Delgado-Finn
Thorvaldsen family — home careKH-6167Wendeline Whitcombe-Ajay
1 moreAgreement signed11
Ashgrove family — home careKH-6107Ottoline Ashgrove
Quennell family — home careKH-6110Wendeline Zeller-Okon
Lindgard family — assisted living careKH-6113Theodora Lindgard
Quarrington family — home careKH-6116Hamish Quarrington
Reyes family — hospital to home careKH-6119Rosamund Zeller-Okon
6 moreDeclined5
Falconer family — home careKH-6140Ravindra Falconer
Castellane family — assisted living careKH-6143Yorick Upshaw-Mori
Wainwright family — home careKH-6146Una Colquhoun-Diaz
Doyle family — hospital to home careKH-6149Marguerite Doyle-Anand
Sorensen family — nursing facility careKH-6152Phineas Sorensen-Bell
Tables
Inquiries
35 sample rows · 25 columnsEvery family that has asked about hospice care, from the first call to a signed agreement or a decision to wait.
| Inquiry | Inquiry number | Caller | Caller is | Phone | Person needing care | |
|---|---|---|---|---|---|---|
| Lindholm family — home care | KH-6200 | Evaristo Lindholm-Cruz | Daughter | (360) 555-0141 | evaristo.lindholmcruz@olympicridgeinbox.com | Seraphina Lindholm |
| Jessup-Amadi family — assisted living care | KH-6203 | Griselda Penhallow-Adeyemi | Son | (360) 555-0142 | griselda.penhallowadeyemi@salishpostbox.org | Percival Jessup-Amadi |
| Rourke family — home care | KH-6206 | Thaddeus Rourke-Vance | Sibling | (360) 555-0143 | thaddeus.rourkevance@puffinharbormail.net | Winnifred Rourke |
| Strand family — hospital to home care | KH-6209 | Hedda Lockhart-Vega | Daughter | (360) 555-0144 | hedda.lockhartvega@olympicridgeinbox.com | Humphrey Strand |
| Quartermain family — nursing facility care | KH-6194 | Thessaly Drysdale-Han | Son | (360) 555-0139 | thessaly.drysdalehan@salishpostbox.org | Thessaly Quartermain |
| Montague-Fong family — home care | KH-6197 | Isadora Thackeray-Mwale | Spouse | (360) 555-0140 | isadora.thackeraymwale@puffinharbormail.net | Rhea Montague-Fong |
| Wolcott family — home care | KH-6188 | Caspian Wolcott-Diallo | Friend | (360) 555-0137 | caspian.wolcottdiallo@puffinharbormail.net | Imelda Wolcott |
| Bergstrom family — home care | KH-6191 | Hortensia Bergstrom-Lau | Daughter | (360) 555-0138 | hortensia.bergstromlau@olympicridgeinbox.com | Alaric Bergstrom |
| Kestrel family — assisted living care | KH-6182 | Mortimer Kestrel-Adair | Son | (360) 555-0135 | mortimer.kestreladair@olympicridgeinbox.com | Genevieve Kestrel |
| Hargreave family — home care | KH-6185 | Linnea Bellerose | Daughter | (360) 555-0136 | linnea.bellerose@salishpostbox.org | Barnabas Hargreave |
| Tidewell family — hospital to home care | KH-6176 | Evander Tidewell-Park | Daughter | (360) 555-0133 | evander.tidewellpark@salishpostbox.org | Philippa Tidewell |
| Langford family — home care | KH-6179 | Odessa Langford-Eze | Spouse | (360) 555-0134 | odessa.langfordeze@puffinharbormail.net | Reginald Langford |
23 more rows
Follow-ups
92 sample rows · 6 columnsEach call, text, email or visit with a family while their inquiry is open, and how long it took.
| What happened | Inquiry | Channel | Outcome | Contact date | Minutes |
|---|---|---|---|---|---|
| Lindholm family, contact 1: Left a message with a direct number for the care team. | Lindholm family — home care | Text | Left message | Oct 5, 2026 | 45 |
| Penhallow family, contact 1: Left a message with a direct number for the care team. | Jessup-Amadi family — assisted living care | Left message | Oct 5, 2026 | 10 | |
| Rourke family, contact 1: Left a message with a direct number for the care team. | Rourke family — home care | Call | Left message | Oct 5, 2026 | 25 |
| Lockhart family, contact 1: Left a message with a direct number for the care team. | Strand family — hospital to home care | Call | Left message | Oct 5, 2026 | 15 |
| Wolcott family, contact 2: Asked the referring office to send recent notes and the latest medication list. | Wolcott family — home care | Text | Records requested | Oct 4, 2026 | 20 |
| Bergstrom family, contact 2: Asked the referring office to send recent notes and the latest medication list. | Bergstrom family — home care | Records requested | Oct 4, 2026 | 30 | |
| Drysdale family, contact 1: Left a message with a direct number for the care team. | Quartermain family — nursing facility care | Home visit | Left message | Oct 4, 2026 | 10 |
| Thackeray family, contact 1: Left a message with a direct number for the care team. | Montague-Fong family — home care | Text | Left message | Oct 4, 2026 | 20 |
| Kestrel family, contact 2: Asked the referring office to send recent notes and the latest medication list. | Kestrel family — assisted living care | Call | Records requested | Oct 3, 2026 | 25 |
| Bellerose family, contact 2: Asked the referring office to send recent notes and the latest medication list. | Hargreave family — home care | Call | Records requested | Oct 3, 2026 | 20 |
| Wolcott family, contact 1: Talked through what hospice covers and answered questions about care at home. | Wolcott family — home care | Text | Spoke with family | Oct 3, 2026 | 10 |
| Bergstrom family, contact 1: Talked through what hospice covers and answered questions about care at home. | Bergstrom family — home care | Text | Spoke with family | Oct 3, 2026 | 40 |
80 more rows
Referral sources
8 sample rows · 8 columnsThe hospitals, clinics and facilities that send families, and how many of them end up signing.
| Source | Kind | Office phone | Working with us since | Inquiries |
|---|---|---|---|---|
| Alder Grove Care Center | Nursing facility | (360) 555-0104 | Oct 5, 2024 | Abernethy family — nursing facility care, Oakhurst-Ngo family — nursing facility care, Sorensen family — nursing facility care, Thornbury-Nkosi family — nursing facility care, Quartermain family — nursing facility care |
| Found us online | Online | (360) 555-0100 | Oct 5, 2016 | Holt family — home care, Delgado family — home care, Hargreave family — home care, Montague-Fong family — home care |
| Lindqvist Family Medicine | Primary care | (360) 555-0102 | Oct 5, 2016 | Quarrington family — home care, Whitcombe-Ajay family — home care, Langford family — home care, Lindholm family — home care |
| Neighbor or friend of a family | Family or friend | (360) 555-0107 | Oct 5, 2015 | Tuckerman family — home care, Wolcott family — home care |
| Northshore Heart & Vascular | Cardiology clinic | (360) 555-0106 | Oct 5, 2022 | Ashgrove family — home care, Wainwright family — home care, Achterberg family — assisted living care |
| Seaview Cancer Clinic | Oncology clinic | (360) 555-0103 | Oct 5, 2018 | Quennell family — home care, Aldritch-Sen family — home care, Falconer family — home care, Abioye family — home care, Quill family — home care, Bergstrom family — home care, Rourke family — home care |
| St. Marks Medical discharge planning | Hospital discharge planner | (360) 555-0101 | Oct 5, 2021 | Reyes family — hospital to home care, Dunmore-Aiyar family — hospital to home care, Doyle family — hospital to home care, Thorvaldsen family — home care, Tidewell family — hospital to home care, Strand family — hospital to home care |
| Willowmere Assisted Living | Assisted living | (360) 555-0105 | Oct 5, 2024 | Lindgard family — assisted living care, Castellane family — assisted living care, Kestrel family — assisted living care, Jessup-Amadi family — assisted living care |
Views
Intake visits
InquiriesOctober 2026
Sun
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Tue
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Thu
Fri
Sat
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6Abioye family — home careWhitcombe-Ajay family — home care
7Achterberg family — assisted living careDelgado family — home care
8Thorvaldsen family — home careThornbury-Nkosi family — nursing facility care
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Forms and booking
Ask about hospice
FormAsk about hospiceThe page where a family asks the hospice for information or a first conversation about care.
In a few words, who is the care for? *
What name should the coordinator ask for?
Which number can we ring you on?
Which email can we send information to?
Where is your loved one now? *HomeAssisted livingNursing facilityHospital to home
What would you like us to know about how things have been?Shared only with the care team.
Ask for a callLog a call
FormLog a callWhat the intake desk completes whenever a family phones to ask about care.
Who is the call about? *
Who is calling?
What number did they leave?
Where is the patient now? *HomeAssisted livingNursing facilityHospital to home
Who sent them?
Who takes the next step?
Save the callAlso included
- Inquiry boardStage rules
- Visits bookedDigest
- New callNotificationTells the coordinator the moment a family asks about care so the callback is made before the day gets busy.
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