Customer Relationship Management (CRM)

Female skilled nursing facility CEO reviewing CRM data in PointClickCare's software

CRM (customer relationship manager) is an easy-to-use tool that helps skilled nursing and senior living providers simplify the processes that lead to referrals becoming residents.

Female skilled nursing provider standing and holding a laptop while looking at data in PointClickCare's CRM

Make Smarter, Faster Decisions


CRM integrations with referral partners and Carequality provide the most complete, timely data regarding every lead so you can quickly decide on suitability/risk and ensure seamless admissions, care planning and high occupancy.

Female healthcare provider sitting with one hand one handing holding a tablet device using PointClickCare's CRM and the other hand touching her face and forehead

Increase Profitability


Protect your bottom line from the risk of non-payment and taking on residents whose needs may exceed your capabilities. Integration with Eligibility Verification allows for checking a potential resident’s coverage prior to admission, ensuring potential residents can pay for services. Included resident needs and preference matching capabilities also ensure residents are placed in the right setting to deliver the care and services appropriate to their needs.

Two Wellness Directors reviewing resident details on PointClickCare's Integrated health system

Meet Occupancy Goals


Gain market intelligence to focus on higher value referral sources and direct your resident recruitment activity. Embedded reporting provides sales and marketing insights to identify high value referral sources and where to focus marketing efforts. Referral management tools to track all activities and programs in motion keep occupancy rates up with the desired population composition. ​

CRM solves challenges in these industry sectors:

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