A System Where Nobody Gets Lost
CRM FOR HOME HEALTH CARE
Improve Patient Care, Streamline Caregiver Operations & Grow Your Home Health Agency
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Loved by 200,000+ Users Worldwide
Everything You Need to Run a Smarter Home Health Agency
Track referrals, schedule caregivers, manage patient records, maintain compliance, and automate communication with families and referral partners.
Coordinate Caregiver Schedules Effortlessly
Right Caregiver, Right Patient, Right Time
Right Caregiver, Right Patient, Right Time
Organize caregiver visits, manage schedules, and track staff availability in one place. Automatically match caregivers to patients based on skills, availability, and care requirements.
Manage Referrals & Patient Intake
Never Miss a Growth Opportunity
Never Miss a Growth Opportunity
Track referral sources, capture patient inquiries, and monitor conversion rates from a single platform. Streamline patient intake and ensure every referral is followed up promptly to drive consistent agency growth.
Automate Communication & Marketing
Build Stronger Relationships with Families & Referrals
Build Stronger Relationships with Families & Referrals
Stay connected with families, referral partners, and prospects through automated communication workflows. Send timely updates, nurture referrals, and manage outreach campaigns effortlessly.
Ensure HIPAA Compliance
Stay Compliant Without the Complexity
Stay Compliant Without the Complexity
Track caregiver visits maintain secure, HIPAA-compliant records. Ensure accurate documentation while reducing administrative burden.
Centralize Patient Records & Care Plans
All Patient Records & Care Plans in One Place
All Patient Records & Care Plans in One Place
Maintain comprehensive patient profiles with medical histories, care plans, visit notes, and important documents. Give your care teams quick access to accurate information for better coordination and care delivery.
Reporting & Performance Analytics
Make Data-Driven Decisions
Make Data-Driven Decisions
Track referral performance, caregiver productivity, patient outcomes, and operational efficiency through customizable dashboards and reports.
Reporting & Performance Analytics
Make Data-Driven Decisions
Make Data-Driven Decisions
Track referral performance, caregiver productivity, patient outcomes, and operational efficiency through customizable dashboards and reports.
Healthcare CRM Security & Compliance Credentials
HIPAA Compliance
Protection of ePHI hence ensures that patient information remains private & secure.
AICPA SOC 2
Covers the security, availability, processing integrity, confidentiality, and privacy of service providers.
GDPR Compliance
Sets rules and guidelines for the collection, use, and processing of personal data of individuals.
Unify Your
Systems
Integrate with EHR, billing tools for a complete view of patient data in one place.
Fully Customizable
Get Exactly the Platform You Want
Get Exactly the Platform You Want
We completely build out your platform for you so it fits your specific needs. Then we provide training and world-class continuing care. It’s all part of the service.
Most Loved Features by Home Health Agencies
Automation &
Workflow
Streamline business processes and automates repetitive tasks. Improve efficiency, reduce manual dependency & empty up staff's time to efficiently utilized. Enhance client communication, satisfaction & improve care quality.
Client Appointment Scheduling
Automate scheduling using self-serve portals for families. Create/Build easy-to-use, highly navigable and intuitive admission forms. Reduces wait times and ensures seamless client onboarding.
Family Engagement
Handle client interactions across platforms with the best Home Health agency management software. Consolidate communication channels and send personalized messages from client onboarding to care delivery.
Healthcare Marketing Automation
Coordinated care communication improves outcomes through personalized marketing- segmenting client populations, tracking health metrics, and enabling targeted interventions for at-risk groups.
Analytics &
Reporting
Provides data, dashboards with robust and reliable insights from various sources. Track families from initial contact to appointment completion, providing real-time data on referral volumes, sources, timeframes and outcomes.
