Isoratec review by Tim Rowan

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Jul, 15 2020

Tim Rowan, Publisher of the Home Care Technology Report took a second review of the HIPAA compliant Isoratec CRM following numerous enhancements and new features to improve the productivity of marketers and hence get more referrals to home care, home healthcare and hospice agencies. Among the new added features are the Grade Card Report that compares how marketers are performing against each other, hence creating a healthy inter-office competition that ultimately benefits the agency and the embedded latest CMS physician referral data to target the agency's marketing. Numerous other important improvements were made to make Isoratec CRM the indispensable tool for any agency looking to grow its business in the most efficient and affordable way. 

 

Listed below are some of its features to help grow an agency:

 

- Import your existing database of referral contacts

Assign representatives to specific hospitals and physicians and track their tasks

Organize appointments 

Record visit outcomes and view on a single dashboard

Expense management

Locate users with GPS 

- Mileage expenses automatically calculated by the mobile app

Calculate commissions and track referrals per sales person

- Customize the embedded help function

Assign different access rights to each user

 

Read Tim Rowan's full article here.