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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

HHAeXchange bridges the gap between payers and providers to enhance patient outcomes. Our enterprise homecare management software not only helps expand your business but also streamlines workflows and elevates patient care. The all-encompassing platform we offer caters to every facet of your agency’s requirements, including referral and intake management, scheduling, billing, and compliance. Tailored specifically for Medicaid Managed Care, Commercial LTC, Consumer Directed, and Private Pay services, our user-friendly system is designed with the unique needs of the industry in mind. As the leading provider in fostering effective communication between providers and payers, we assist in gathering confirmed visits, generating claims, and equipping providers with workflow efficiency tools that empower them to optimize operations and grow their business successfully. By continually innovating and adapting to the landscape, HHAeXchange remains committed to driving better results in homecare management.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AveeCare No 
Gmail Yes 
Google Yes 
InMyTeam No 
QuickBooks Cash Yes 

Integrations

AveeCare Yes 
Gmail No 
Google No 
InMyTeam Yes 
QuickBooks Cash No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version Yes 

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 No 
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 No 

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

HHAeXchange

Founded

2008

Country

United States

Website

www.hhaexchange.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

Home Care

Billing & Invoicing Yes 
Care Plan Management Yes 
Caregiver Management Yes 
Client Management Yes 
Field Communication Yes 
Insurance Management Yes 
Payroll Management Yes 
Scheduling Yes 
Visit Verification Yes 

Home Health Care

Billing & Invoicing Yes 
Charting No 
Electronic Signature Yes 
Employee Tracking Yes 
Medication Database No 
Patient Intake No 
Scheduling Yes 
Time / Task Reporting Yes 

Alternatives

Alternatives

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Netsmart Homecare

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Alpheous

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