Customer Relationship Management (CRM)
Intuitive tools for lead and referral management
![Female skilled nursing facility CEO reviewing CRM data in PointClickCare's software](https://pointclickcare.com/wp-content/uploads/2018/07/crm-header-rev-0719.jpg)
Customer Relationship Management simplifies and accelerates referral and admission processes, helping to quickly and easily track, assess suitability and coordinate move-in.
![Female skilled nursing provider standing and holding a laptop while looking at data in PointClickCare's CRM](https://pointclickcare.com/wp-content/uploads/2018/07/crm-vp1.jpg)
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.
![Two Wellness Directors reviewing resident details on PointClickCare's Integrated health system](https://pointclickcare.com/wp-content/uploads/2018/07/C_CRM_VP3_0719.jpg)
Meet Occupancy Goals
- Gain market intelligence and 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 determine where to focus marketing efforts.
- Referral management tools track all activities and programs in motion while keeping occupancy rates up and aligned to the desired population composition.
![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](https://pointclickcare.com/wp-content/uploads/2018/07/crm-vp2.jpg)
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 checks 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.
Related Resources
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