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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

Senior Oaks LLC provides a contemporary and complimentary solution tailored for adult day care facilities, featuring tools for managing clients, tracking attendance, maintaining medical records, automating billing, and facilitating online payments, among other functionalities. With our advanced billing system, you can streamline your invoicing process and ensure timely payments without fail. By transforming the operational landscape for adult day care centers, Senior Oaks empowers you to extend your offerings beyond just standard care services. Collaborate with local providers in your area to incorporate additional amenities like hair and nail treatments, birthday celebrations, counseling sessions, physical therapy, and more. This initiative allows you to diversify your income sources while delivering families a convenient platform where they can effortlessly schedule and pay for a wide range of senior care services all in one place. With Senior Oaks, you not only enhance the care experience but also contribute to the well-being of your community.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Gmail Yes 
Google Yes 
QuickBooks Cash Yes 
Stripe No 

Integrations

Gmail No 
Google No 
QuickBooks Cash No 
Stripe Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$0
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 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 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 No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Advisor Compass

Founded

2026

Country

United States

Website

advisorcompass.ai

Vendor Details

Company Name

Senior Oaks LLC

Founded

2025

Country

United States

Website

senioroaks.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 Yes 
Building Maintenance No 
Care Planning Yes 
Event / Activities Planning Yes 
Incident Management Yes 
Marketing / Lead Management No 
Meal / Nutrition Management Yes 
Medical Records Yes 
Medication Tracking Yes 
New Resident Assessment No 
Resident Info Management Yes 
Scheduling Yes 
Staff Management Yes 
Work Order Management Yes 

Electronic Medical Records (EMR)

Appointment Management Yes 
Charting Yes 
Compliance Tracking Yes 
E-Prescribing No 
E/M Coding No 
HIPAA Compliant Yes 
Handwriting Recognition No 
Integrated Telehealth No 
MIPS Certified No 
Meaningful Use Certified No 
ONC-ATCB Certified No 
Patient Portal Yes 
Self Service Portal Yes 
Voice Recognition No 

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