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.
Enhance Lead Management Efficiency
Increase your ability to turn leads into residents more effectively. With CRM, leads and referral sources can be proactively managed for enhanced efficiency and results. Track leads better with a centralized system to manage and evaluate lead activity. Follow-up task assignment capabilities are provided to ensure leads are received and processed in a timely manner by the right staff. Available eReferral integration provides an automatic stream of leads to work on.
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.