Track your referral sources with the best CRM for post-acute providers

HEALTHCARE SPECIFIC

HIPAA-compliant CRM with a special emphasis on home health care, hospice, home care, infusion therapy and DME providers
Access Medicare referral data

Maximize your growth. Use the latest available Medicare referral data at no additional cost
PDGM READY

Optimize reimbursment. Use our proprietary PDGM compliant admission forms
SAVE ON MILEAGE EXPENSES

Track your sales team's progress with our mobile app. Anywhere. Anytime
IGNITE YOUR REVENUE

Start an interoffice competition. Know how your marketers compare against each other
LOCAL OR IN THE CLOUD

Secure Amazon Web Services cloud hosting, or manage it yourself in-house

Only pay for what you need. FREE Medicare referral data!

Try Isoratec CRM...

Medicare Referral Data

Use the latest Medicare referral data to identify new referral sources for home health care, hospice and home infusion. Get valuable insight into doctors and competitive agencies

PDGM Referral forms

Use our proprietary built-in forms on mobile devices to ensure that your home health care marketers gather the required information for PDGM and for private duty

App with Touch ID technology

Access our off-line enabled mobile app with Apple's Touch ID technology, track your marketers routes with GPS and Google Maps. Automatically compute mileage

EHR Integration

Import into your EHR all the referrals generated by Isoratec CRM. Decide if your sales people can export referrals or if you want management to retain control over exports.

Sales Report Card

Grade your sales team on multiple selected metrics and know how they compare one to another and improve their performance

E-Mail Marketing

Send e-mails with attachments to individuals, groups, or your entire contact list from within the solution. Send messages to your team

Custom Branding

White label customization for your company. Isoratec becomes your own custom solution whether you are in home care, home health care or hospice

All-in-One Calendar

Import, add, and manage contacts. Attach sales forecasts, organize appointments & tasks. View calendars by day/week/month/year

Embedded Tutorials

Get new sales people up and running faster with the help of our tool tips and embedded videos. Save tons on training

Organized Oversight

Manage multiple offices tracking travel, expense, and performance all from a centralized interface

Automatic Commissions

Calculate commissions, travel expenses (mileage, meals, hotels,...) , and track referrals by sales representative

Relationship Management

CRM lets you set parent-child relationships between contacts and referral sources. Assign specific representatives to hospitals, physicians, and various other referral sources

...and increase your revenue!

"Agencies using a CRM make on average $200,000 more in annual revenue"- Home Care Pulse

Sales Accelerator for Home Health Care

HEALTHCARE SPECIFIC

Access Medicare referral data

PDGM READY

SAVE ON MILEAGE EXPENSES

IGNITE YOUR REVENUE

LOCAL OR IN THE CLOUD