CRM
Client/Caregiver Relationship ManagementEffortless client and caregiver management is the foundation of HZCare. You need up-to-date plans of care for your clients to ensure that you match them with the right caregivers. Likewise, you’ll want the latest, most accurate data for your caregivers’ certifications and availability. Couple that with our intuitive Lead Tracker, and you’ll see how HZCare has made managing people easier than you thought possible!
Overview
Clients
- Our user interface for adding and updating clients is clean and simple. You can teach new office staff to use this in a minute or two!
- Quickly find client profiles with filtering. Aside from the common filter fields like name or status, you can even filter on phone number or email when those fringe cases arise.
- Flip the switch next to clients’ care requirements, and our scheduling system will automatically match them with qualified caregivers.
- Create a Plan of Care so caregivers can access it on our caregiver app, HZCaregiver.
Caregivers
- All of the simplicity of client management applies to caregiver management too!
- Aside from setting skills and certifications for client matchmaking, you can manually set caregiver compatibility with clients.
- Map availability and unavailability for perfect scheduling.
- Manage sick days with custom accruing schedules.
- Grant or revoke access to the caregiver app, HZCaregiver.
Caregiver Availability
Put it on the Calendar
Keep track of your caregivers’ schedule with ease. If you want to block a single time on a single day of availability, it only takes a couple of clicks. If you want to create a repeating schedule on multiple days, that’s easy too. HZCare can even handle repeating schedules that skip weeks. If the caregiver has something come up that disrupts their regular availability, add an unavailability block to their schedule. You can visualize it all on each caregiver’s availability calendar.
Lead Tracker
Build the Pipeline
It’s great to have a strong digital record of your current clients and caregivers, but what about those people you haven’t quite landed yet? HZCare’s Lead Tracker lets you start building client and caregiver profiles even if you don’t have enough information to build the whole profile yet.
- Seamlessly convert lead profiles to regular client and caregiver profiles.
- Document which member of your office staff is communicating with the prospect, and add notes for each interaction.
- Run Lead Conversion report to see the conversion statistics for each member of your office staff.
- Generate a dozen additional reports specifically for breaking down your leads.
