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What is Trella Health CRM?

Elevate your agency and sales team by ensuring they have instant access to vital market intelligence and sales analytics. Prioritize referral sources that match patient demographics and discharge patterns, seamlessly incorporating them into your sales workflow for improved tracking efficiency. It is crucial to consider the clinical categorizations of patients and their discharge behaviors to strengthen your network effectively. Evaluate your agency's performance through a thorough analysis of readmission rates, diagnostic data, and payer distribution to identify areas for growth. Enhance your sales approach and boost conversion rates by utilizing customized dashboards and reports tailored for both individual sales representatives and their teams. Build a network of referrals and nurture stronger relationships through detailed customer profiles, accessible from any mobile device, complete with guided conversation points. Provide hospice sales teams with critical data and predictive clinical insights to enable timely care for a larger number of hospice patients. Examine, analyze, and compare the demographics and treatment histories of hospice patients to ensure they understand the benefits of hospice care, which can lead to improved service delivery and patient outcomes. By harnessing these insights, your agency can strategically adapt to meet the increasing needs of hospice care, positioning itself for long-term success in a competitive industry. Additionally, fostering a culture of continuous improvement within your agency will further enhance your ability to respond to evolving market demands.

What is CareSmartz360?

CareSmartz360 stands out as a reliable, comprehensive solution for home care management and electronic visit verification (EVV), suitable for agencies of every size. With an extensive array of features including point-of-care documentation, scheduling, electronic visit verification, multi-payer billing, customizable forms, tailored reports, caregiver training and retention, and additional tools, CareSmartz360 simplifies operational processes and supports adherence to regulations seamlessly. Agencies can effortlessly arrange caregiver visits while remaining informed about clock-ins and any delays thanks to real-time alerts sent directly to office staff. Furthermore, the platform enables precise tracking of caregiver locations throughout their shifts, confirming they are present where required. Caregivers benefit from the ability to create spontaneous schedules while out in the field, enhancing both flexibility and convenience for clients and caretakers alike. The intuitive design of the software, combined with dedicated portals for caregivers and clients, as well as mobile applications for both office personnel and caregivers, ensures that managing your home care agency is simpler than ever by placing vital information right at your fingertips. CareSmartz360 is also celebrated for its award-winning customer support and straightforward migration process, which allows agencies to adopt the software without disruption. Additionally, the platform provides integration options with leading industry partners to further expand its capabilities.

Media

Media

Integrations Supported

QuickBooks Online
SmartChart

Integrations Supported

QuickBooks Online
SmartChart

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$10
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Trella Health

Date Founded

2015

Company Location

United States

Company Website

www.trellahealth.com/solutions/customer-relationship-management-crm/

Company Facts

Organization Name

Caresmartz, Inc.

Date Founded

2016

Company Location

United States

Company Website

www.caresmartz360.com

Categories and Features

Healthcare CRM

Audience Targeting
Campaign Management
Marketing Automation
Medical History Records
Patient Communications
Patient Management
Physician Management
Predictive Analytics

Home Care

Billing & Invoicing
Care Plan Management
Caregiver Management
Client Management
Field Communication
Insurance Management
Payroll Management
Scheduling
Visit Verification

Home Health Care

Billing & Invoicing
Charting
Electronic Signature
Employee Tracking
Medication Database
Patient Intake
Scheduling
Time / Task Reporting

Hospice

Assessment Management
Bereavement Management
Care Planning
Claims Management
EMR / EHR
Medication Tracking
Patient Intake
Physician Portal
Scheduling
Volunteer Management

Categories and Features

Home Care

Billing & Invoicing
Care Plan Management
Caregiver Management
Client Management
Field Communication
Insurance Management
Payroll Management
Scheduling
Visit Verification

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