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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 Careficient?

Careficient is a scalable, cloud-based EMR platform built to help home health, hospice, home care, and palliative care agencies streamline clinical, administrative, billing, and compliance operations. The software is designed around the needs of care agencies that want to reduce manual work, improve productivity, and run multiple workflows from one connected system. Careficient supports intake, referral management, admissions, client health records, caregiver management, integrated scheduling, point-of-care documentation, data analysis, reporting, billing, payroll, and interoperability. Agencies can use the platform to automate routine tasks, reduce costs, improve staff efficiency, and support faster reimbursement. The system is built to scale from a single agency to large organizations managing many agencies or multiple lines of business. Careficient also helps agencies manage regulatory compliance by supporting accurate documentation, secure records, EVV workflows, and connected clinical and back-office processes. Its module suite extends the core EMR with CareClaims for real-time claims, eligibility, and payer management, as well as CareClaims Pro for additional Medicare claims automation and analytics. CareAnalytics provides revenue cycle intelligence to help agencies understand cash flow and profitability, while CareEVV improves visit verification, documentation accuracy, and caregiver experience. CareDocuments streamlines inbound and outbound document management, and CareConnect enables interoperability between Careficient and important care partners. CarePortal gives authorized family members, providers, and patients secure access to electronic medical records, while CareDDE automates connectivity to a Medicare fiscal intermediary. With its combination of EMR, scheduling, payroll, billing, analytics, compliance, and interoperability tools, Careficient helps care agencies operate more efficiently while keeping patient care at the center of the business.

Media

Media

Integrations Supported

Inovalon Provider Cloud
QuickBooks Accountants
SHP for Skilled Nursing
SmartChart
Waystar

Integrations Supported

Inovalon Provider Cloud
QuickBooks Accountants
SHP for Skilled Nursing
SmartChart
Waystar

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

Careficient

Date Founded

2016

Company Location

United States

Company Website

www.careficient.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 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

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