Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Advisor Compass serves as a comprehensive platform for customer relationship management and provider research tailored specifically for senior living placement advisors and referral agencies. It integrates various aspects of the workflow, including client intake, care requirements, referrals, community suggestions, tours, communications, task management, and placement results, enabling teams to monitor families from their first inquiry all the way through to move-in and subsequent follow-ups. Users can navigate a directory of senior living providers, applying filters such as care types, geographic location, Medicaid involvement, specialties, and additional criteria, while also accessing crucial information about provider licenses, enforcement actions, historical data, and AI-generated research summaries. Furthermore, the platform enhances functionality with client and provider portals, electronic signature capabilities, email and text messaging features, customizable reporting options, and automated workflows, all of which facilitate better coordination in placement efforts and provider research. By streamlining these processes, Advisor Compass ultimately empowers teams to deliver more efficient and effective support to families seeking senior living solutions.
Description
Caremerge offers EHR and Engagement solutions for Senior Living providers. These solutions promote wellness and encourage collaboration between residents, staff, and families. Our easy-to-use solutions increase quality of care and improve the quality of time spent with families and residents. We believe in a frictionless client care model that creates long-lasting relationships with successful outcomes.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Aline
No
Amazing Charts EHR
No
Amazon
No
DocuTrack
No
FrameworkLTC
No
FullCount
No
Gmail
Yes
Go Icon
No
Google
Yes
NextGen Healthcare EHR
No
Integrations
Aline
Yes
Amazing Charts EHR
Yes
Amazon
Yes
DocuTrack
Yes
FrameworkLTC
Yes
FullCount
Yes
Gmail
No
Go Icon
Yes
Google
No
NextGen Healthcare EHR
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Advisor Compass
Founded
2026
Country
United States
Website
advisorcompass.ai
Vendor Details
Company Name
Caremerge
Founded
2012
Country
United States
Website
www.caremerge.com
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
Yes
Territory Management
No
Product Features
Assisted Living
Admissions Management
Yes
Billing & Invoicing
No
Building Maintenance
Yes
Care Planning
Yes
Event / Activities Planning
Yes
Incident Management
Yes
Marketing / Lead Management
Yes
Meal / Nutrition Management
No
Medical Records
Yes
Medication Tracking
Yes
New Resident Assessment
Yes
Resident Info Management
Yes
Scheduling
Yes
Staff Management
Yes
Work Order Management
Yes
Electronic Medical Records (EMR)
Appointment Management
No
Charting
No
Compliance Tracking
No
E-Prescribing
No
E/M Coding
No
HIPAA Compliant
No
Handwriting Recognition
No
Integrated Telehealth
No
MIPS Certified
No
Meaningful Use Certified
No
ONC-ATCB Certified
No
Patient Portal
No
Self Service Portal
No
Voice Recognition
No