Establishing and maintaining successful relationships is key to the growth of any business. Customers, whether existing or potential, need to be monitored so you can meet their needs, exceed their expectations, and ensure satisfaction. Like all relationships, the effort needed to cultivate and nurture these client relationships takes time – time you may not always have.
Comprehensive care plan management
You interact daily with your clients and their families and staying on top of their changing needs helps to keep them satisfied. Accurate, detailed care plans are critical to providing great customer service. When you manage care plans and scheduling with the same software, running your agency gets dramatically easier.
HomeTrak Companion home care software keeps track of the finest of care plan details in categories such as:
- Home/health evaluation
- Duties to perform
- Caregiver skills
- Client characteristics
All of these help you not only provide quality service but also match the best caregiver to the job.
Manage profile information such as emergency contacts, doctors, and well-matched caregivers to ensure you are continually providing personalized, accurate service.
Improve your clients’ experience
HomeTrak has partnered with the industry’s leading satisfaction management firm, Home Care Pulse.
Home Care Pulse performs interviews with your clients and caregivers to gauge their satisfaction with your business, then provides coaching and resources to help you grow. And now you can export contact information for your clients and caregivers straight from HomeTrak to your Home Care Pulse account – no manual input required.
Track and manage referrals
In addition to everything else it can do, HomeTrak can act as your customer relationship management software, too.
HomeTrak Companion’s built-in home care CRM helps you track:
- Who is sending clients and caregivers to your agency
- How many referrals you receive by source
- How much revenue is generated by referral source
- How quickly referred clients to become active clients
You’ll have a clear understanding of the people and businesses who are sending referrals to your agency, and which types of relationship marketing are working best for you.
Your business is successful because of these important people and businesses. Recognizing where your referrals are coming from is crucial in maintaining your success.
With HomeTrak’s customer relationship management software, you’ll have insight into which interactions are valuable to growing your business. This insight enables you to allocate resources appropriately. It also shows you how clients, potential clients, and caregivers are connected, ensuring a seamless process for you and your clients.
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