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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

Novari Health provides a comprehensive, cloud-based healthcare software solution designed to enhance patient access to care while streamlining the efficiency of healthcare systems by overseeing the entire patient journey and facilitating transitions of care. The Novari Access to Care Platform features interconnected modules for managing surgical wait lists, eReferrals and referral processes, central intake, workflow coordination, and care management, effectively replacing outdated paper and fax methods with instantaneous electronic workflows, interactive dashboards, and analytics tailored to multiple clinical fields such as surgery, medical imaging, cardiology, mental health, and other specialties. Its adaptable solutions enable the secure routing and handling of referrals and requisitions through customizable workflows, offering actionable insights for clinicians and administrators, automated notifications, and comprehensive reporting that helps pinpoint bottlenecks and enhances patient flow. Additionally, this innovative platform significantly contributes to reducing delays in care, ultimately resulting in improved patient outcomes and satisfaction.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Miya Precision No 
Access No 
Accuro EMR No 
Apogee StoreFront No 
Change Healthcare No 
EPIC HRMS No 
Gmail Yes 
Google Yes 
MEDITECH BCA No 
Microsoft 365 No 
Microsoft Azure No 
Picis No 
QuickBooks Cash Yes 
SRFax No 
Swift SMS Gateway No 
insight No 

Integrations

Miya Precision Yes 
Access Yes 
Accuro EMR Yes 
Apogee StoreFront Yes 
Change Healthcare Yes 
EPIC HRMS Yes 
Gmail No 
Google No 
MEDITECH BCA Yes 
Microsoft 365 Yes 
Microsoft Azure Yes 
Picis Yes 
QuickBooks Cash No 
SRFax Yes 
Swift SMS Gateway Yes 
insight 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 No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
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 No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Advisor Compass

Founded

2026

Country

United States

Website

advisorcompass.ai

Vendor Details

Company Name

Novari Health

Founded

2003

Country

Canada

Website

www.novarihealth.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

Alternatives

Alternatives

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