Features of Isoratec CRM

Smart Leads
Use the latest Medicare physician referral data at no additional cost. Identify the HHAs, Hospitals, Inpatient Rehab and Long Term Care facilities that provided services to Medicare beneficiaries. Grow your agency!
Mobile App Tracker
Access our off-line enabled mobile app with fingerprint technology and track your marketers routes. Know the exact traveled distances. Save big on mileage expenses!
Intake Referral Forms
Use our proprietary built-in forms to ensure that your home care, home health and hospice marketers gather the required patient information. Speed up reimbursement!
Sales Report Card
Grade your home care marketers on multiple metrics, know how they compare one to another and improve their performance. Ignite your revenue and increase referrals
E-Mail Marketing
Send targeted e-mails with attachments to your contacts and stop wondering how to market your home health care and hospice agency
Automatic Commissions
Calculate your marketers commissions based on patient referrals or on generate revenue. Share it with them and watch your referrals skyrocket!
All-in-One Calendar
Import, add, and manage contacts. Attach sales forecasts, organize appointments & tasks. Organize your marketing and optimize your referral strategy
Organized Oversight
Manage multiple offices. Track travel costs, general expenses, and performance all from a centralized interface. Get reports per office
Relationship Management
Set parent-child relationships between your contacts. Link doctors to a hospital. Know all patient referrals from that hospital and per doctor specialty
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
Software Integration
Import into your software all the generated home care and hospice referrals. Decide if your sales people can export referrals or if you want to retain control over exports
Embedded Tutorials
Get new marketers up and running faster with the help of our tool tips and embedded videos. Save tons on training!

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