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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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 

Screenshots View All

Screenshots View All

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 
QuickBooks Cash Yes 
Rx30 Pharmacy System No 
TheWorxHub 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 
QuickBooks Cash No 
Rx30 Pharmacy System Yes 
TheWorxHub 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 

Alternatives

Alternatives

Aline Reviews

Aline

Aline Senior Living
Alpheous Reviews

Alpheous

Alpheous, Inc.