Essential Homecare Patient CRM

Author: Elise Orr
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Manage sales activities and productivity, schedule future calls and meetings, and attach important documents to maximize efficiency and improve workflow process.


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.


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Exactly What I needed

By over 3 years ago

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!

Overall Rating

363 Installs


Health Care