- Manage Accounts and Contacts
- Manage Calendars and Activities
- Manage Referral Source Profile Information
- Track Referral Source Interactions
- Manage Sales Zone Performance
- Provide transparency into the
sales process
- Real-time event alerts
- Business process automation
- Web-based access anytime, anywhere
- Mobile device and smartphone access
- HIPAA-compliant encrypted online communications
- Real-time user-designed custom reports
- Shared calendar views
- Dashboard view of key performance indicators
- Home care-specific analytics
- Automatic expense allocation
- Real-time compliance alerts
- Automated expense and
compliance reports
- API for integrating with third-party
IT applications
- Data cleaning solution
- Steamlined EMR, clinical,
and billing integration
- Sales Zone System™ to guarantee continuity and industry-specific best practices in the sales cycle
- On-demand access to physician and hospital target data to grow new business quickly
- Pre-loaded National Referral Source Database for an immediate list of current contacts and facilities in target territory
- Role-based security to ensure proper administrative access
- Real-time visibility into agency-wide expenditures to have needed intelligence for more accurate budgeting and forecasting
- Multiple Business Lines so that agencies with home health, hospice, and private duty offices can easily report metrics across one or all business lines
- Quick and easy receipt attachment to eliminate paper receipts and expense reporting waste, and to expedite employee expense reimbursement payments
- Customizable expense tracking for budget and compliance oversight
- Customizable home care-specific E-Cards to stay in constant touch with referral sources