PointClickCare's CRM Solution provides a truly unified view into every aspect of a potential resident, throughout the pre-admission and move-in process. It ensures that residents are placed at the right location according to their preferences and care delivery needs. It also enables providers to centrally manage their resident referral pipeline, eliminate the duplication of effort and manual paper-based processes, and provide better information to support decisions regarding marketing efforts. This in turn, helps organizations nurture and retain new resident populations and ensure occupancy levels remain optimal.
Key benefits include:
- Anytime, anywhere real-time access to lead information, for efficient marketing efforts, faster decision making and better business continuity
- Reporting capabilities that help drive insight to customer pipeline and referrals from key accounts
- Streamlined workflows to help manage sales activity
- Reduce potential data errors by using a single-source of information by eliminating manual duplicate efforts
- Simplify the resident move-in process by capturing and accessing vital resident data prior to move-in including contact, insurance, placement, account information as well and attached documents.
- Mobile SSO
- More granular access to security functions: adding new resident contacts and new professional contacts are two different permissions
- Ability to create activities against an account or lead without having Add/edit access to accounts or lead
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With Family Sharing set up, up to six family members can use this app.