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

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