CMS Referral Data| PDGM Referral forms| Off-line App| EHR Integration

Medicare Referral Data
Use the latest Medicare referral data to identify new referral sources. Get valuable insight into doctors and competitive agencies
PDGM Referral forms
Use our proprietary built-in forms on mobile devices to ensure that your marketers gather the required information for PDGM and for private duty
All-in-One Calendar
Import, add, and manage contacts. Attach sales forecasts, organize appointments & tasks. View calendars by day/week/month/year
EHR Integration
Import into your EHR all the referrals generated by Isoratec CRM
E-Mail Marketing
Send e-mails with attachments to individuals, groups, or your entire contact list. Send messages to your team
Offline-enabled iOS App
Give your sales reps on-the-go, full-function capabilities using our offline-enabled mobile app with GPS and Google Maps integration. (Android device support coming soon!)
Relationship Management
Designate parent-child relationships between contacts and referral sources. Assign specific representatives to hospitals, physicians, and various other referral sources
Automatic Commissions
Calculate commissions, travel expenses, and track referrals by sales representative
Organized Oversight
Manage multiple offices tracking travel, expense, and performance all from a centralized interface
Dashboard View
Review prospects, performance, visit outcomes and data summaries in a single view
Flexible
Users can select their preferred language, automatically translating the entire interface, including entry fields & labels. Edit any label to meet your needs
Maintain Control
Specify individual security access. Track employee vacation and sick days. One-click transfer of contact between sales reps
Custom Branding
White label customization for your company. Isoratec becomes your own custom solution
Sales Report Card
Grade your sales team on multiple selected metrics
Embedded Tutorials
Get new sales people up and running faster

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