LinkedIn Messages for Home Health Referral Partners

How to write a first LinkedIn message to a discharge planner, case manager, or practice manager that gets read, with examples and the rules we follow.

By Branko Miljesic

Most LinkedIn messages to case managers fail in the first line. "Hope you're well." "I'd love to connect." "We help hospitals reduce readmissions." The reader has seen it a hundred times and stops reading.

Here's the structure we use instead. It's short.

Warm up before you write

Before any message, the person should have seen your name. We visit their profile, like a recent post if they have one, and visit again a day later. By the time the connection request arrives, your face is familiar. The first real message goes out after they accept.

The four beats

1. "thanks for connecting." That's it. No compliments.

2. One observation from their profile. Join two or three real facts: where they worked before, what they do now, the patients or setting they work with. It should be impossible to send the same line to the next person with the same title. "You were a med surg nurse for years before moving into case management, and now you cover discharges for the cardiac step down unit" reads like you looked. "I noticed you've been at St. Anne for three years" reads like a template.

3. One line on who you are. "i run a home health agency here in Columbus." You're a local agency leader, not a marketing company. Say it plainly.

4. One direct question, worded for their role. Ask about how they work, not for a referral. "When a heart failure patient is going home and needs nursing visits, do you have a few agencies you usually call first?"

Put together:

thanks for connecting. you spent years as a telemetry nurse before moving into case management, and now you handle discharges for the cardiac floor at a community hospital. i run a home health agency here in Columbus. when a heart failure patient is going home and needs nursing visits, do you have a few agencies you usually call first?

That's the whole message. No link, no deck, no calendar invite.

The bump

If there's no reply after a few days, one short note that makes replying easy:

no rush. if you ever need another agency that can start care quickly in Franklin County, happy to be one.

Then stop. One follow-up is enough.

Rules we don't break

  • No patient details. No names, rooms, diagnoses tied to a person, or "the patient you discharged Tuesday."
  • No offers. Nothing of value in exchange for a referral, not even as a joke. See paying for referrals.
  • No dashes, no praise, no buzzwords. It should read like a person typed it on their phone.
  • Skip thin profiles. If you can't find two real facts, don't send a generic message. Move on.
  • Match the message to the role. A hospice liaison and a practice manager get different questions. Our referral source pages show one for each.

When they reply

Answer the same day. Answer their question directly, then move to a call or a visit. LinkedIn is to network, not to sell. The relationship happens on the phone and in person, and the first patient they send decides the rest.

Common questions

Should I add a note to a LinkedIn connection request?
It's optional. Without Premium the note is limited, and the real message works better after they accept. We often send the request with no note and let the first message do the work.
Can I mention a patient in a LinkedIn message to a case manager?
No. LinkedIn isn't a place for protected health information. Keep messages about how they work in general and about your agency, and move anything patient-specific to your normal intake channel.

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