Essential Homecare Patient CRM
Manage sales activities and productivity, schedule future calls and meetings, and attach important documents to maximize efficiency and improve workflow process.
***NOTE FROM CURATOR***
This is the Essentials version of the Home Care/Patient application and is a very compact and complete application that tracks patients, the details of their needs and the services appropriate to meet those needs.
Exactly What I needed
I am a life/health agent, and I needed this app! The fields were easy to change to suit my business such as what plan I put them on, what carrier, last contact, notes, etc.. I absolutely love it!