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  • Relationships
  • Manage Accounts and Contacts
  • Manage Calendars and Activities
  • Manage Referral Source Profile Information
  • Track Referral Source Interactions
  • Sales Efficiency
  • Manage Sales Zone Performance
  • Provide transparency into the
    sales process
  • Real-time event alerts
  • Business process automation
  • Connectivity
  • Web-based access anytime, anywhere
  • Mobile device and smartphone access
  • HIPAA-compliant encrypted online communications
  • Sales Management
  • Real-time user-designed custom reports
  • Shared calendar views
  • Dashboard view of key performance indicators
  • Home care-specific analytics
  • Expense Tracking
  • Automatic expense allocation
  • Real-time compliance alerts
  • Automated expense and
    compliance reports
  • Integration
  • API for integrating with third-party
    IT applications
  • Data cleaning solution
  • Steamlined EMR, clinical,
    and billing integration

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