PointClickCare CRM

PointClickCare CRM



Free

2.4.0for iPhone, iPad and more
6.3
6 Ratings
PointClickCare
Developer
30.8 MB
Size
2021年02月11日
Update Date
Medical
Category
4+
Age Rating
Age Rating
4+
Apps in this category do not contain restricted content.
9+
Apps in this category may contain mild or occasional cartoon, fantasy or real-life violence, as well as occasional or mild adult, sexually suggestive or horrifying content and may not be suitable for children under 9 years of age.
12+
Apps in this category may contain occasional mild indecent language, frequent or intense cartoon or real-life violence, minor or occasional adult or sexually suggestive material, and simulated gambling, and may be for children under 12 years of age.
17+
You must be at least 17 years old to access this App.
Apps in this category may contain frequent and intense offensive language; Frequent and intense cartoon, fantasy or realistic violence: frequent and intense adult, scary and sexually suggestive subjects: as well as sexual content, nudity, tobacco, alcohol and drugs, may not be suitable for children under 17 years of age.
PointClickCare CRM 螢幕截圖
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About PointClickCare CRM

PointClickCare's CRM Solution provides a truly unified view into every aspect of a potential resident, throughout the pre-admission and move-in process. It ensures that residents are placed at the right location according to their preferences and care delivery needs. It also enables providers to centrally manage their resident referral pipeline, eliminate the duplication of effort and manual paper-based processes, and provide better information to support decisions regarding marketing efforts. This in turn, helps organizations nurture and retain new resident populations and ensure occupancy levels remain optimal.

Key benefits include:
- Anytime, anywhere real-time access to lead information, for efficient marketing efforts, faster decision making and better business continuity
- Reporting capabilities that help drive insight to customer pipeline and referrals from key accounts
- Streamlined workflows to help manage sales activity
- Reduce potential data errors by using a single-source of information by eliminating manual duplicate efforts
- Simplify the resident move-in process by capturing and accessing vital resident data prior to move-in including contact, insurance, placement, account information as well and attached documents.
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最新版本2.4.0更新日誌

Last updated on 2021年02月11日
歷史版本
Single sign-on will be on by default if used by your organization. If this is not used, you will go to the regular login screen.
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Version History
2.4.0
2021年02月11日
Single sign-on will be on by default if used by your organization. If this is not used, you will go to the regular login screen.
2.3.0
2020年06月02日
- Mobile SSO
- More granular access to security functions: adding new resident contacts and new professional contacts are two different permissions
- Ability to create activities against an account or lead without having Add/edit access to accounts or lead
2.2.0
2018年09月18日
1. Configurable mandatory fields for lead information
2. User-defined filters
2.1.0
2018年05月23日
1.Real-time insurance eligibility check
2.Auto Possible Placement
3.Easy access to recently viewed accounts and contacts
4.Add MBI# to resident demographic
5.Assign lead to other users
6.Mark Proxy lead as Invalid/Duplicate
7.Filter the lead list by lead date range
8.Improved UI and workflow to add Additional Information
9.Cancel an activity
2.0.0
2017年11月16日
1)New, easier to navigate UI
2)Users can view documents that were attached to the lead record
3)User can create and save insurance information
4)User can create a contact as a lead
5)User can add multiple accounts to a lead
6)User can create Tour as a new activity type
7)Lost to competitor documentation
8)Added referred by info to lead
9)Integrated Address Search and Map Display
10)Activity Calendar Look
11)Lead List Filter by Facility
12)Quick Add Menu
13)Mandatory Activities
14)Ability to assign Activity to another user
15)Ability to mark “Do Not Contact Resident”
1.0.2
2016年09月21日
Activities can now be assigned to other teammates.
Predefined activities can be added to leads.
A primary contact can now be set for a resident’s professional contacts.
Follow-up activities can now be created.
User defined fields can be created so you can add custom information for contacts and leads.
Resident and professional contacts can now be created separately.
Context Menu is now easier to find and is simpler to use.
Report filters can now be customized.
1.0.1
2016年04月29日
Minor enhancements and bug fixes, including:
1.Remember username
2.Display multiple time zones
3.Updated workflow for adding a resident to a lead
4.Ability to login using Alternate PIN/password
1.0.0
2016年04月01日

PointClickCare CRM FAQ

點擊此處瞭解如何在受限國家或地區下載PointClickCare CRM。
以下為PointClickCare CRM的最低配置要求。
iPhone
Requires iOS 11.0 or later.
iPad
Requires iPadOS 11.0 or later.
iPod touch
Requires iOS 11.0 or later.
PointClickCare CRM支持English

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