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Average Ratings 0 Ratings

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features
design
support

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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

myUnity®, - Leveraging the most strategic elements of the Netsmart market-leading senior living, hospice, and home care solutions into a unified enterprise platform. All your post-acute care settings can be accessed from a single location or across hundreds. It is user-friendly and gives your clinical staff the right information at the right moment so they can concentrate on patient care. This platform is designed to provide value-based care through connectivity, analytics, population health management and electronic referral management.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Gmail Yes 
Google Yes 
QuickBooks Cash Yes 

Integrations

Gmail No 
Google No 
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 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 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 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

Netsmart Technologies

Founded

1968

Country

United States

Website

www.ntst.com/lp/myunity

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 Yes 
Meal / Nutrition Management Yes 
Medical Records No 
Medication Tracking Yes 
New Resident Assessment No 
Resident Info Management No 
Scheduling No 
Staff Management Yes 
Work Order Management Yes 

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 Yes 
Electronic Signature Yes 
Employee Tracking Yes 
Medication Database Yes 
Patient Intake Yes 
Scheduling Yes 
Time / Task Reporting Yes 

Hospice

Assessment Management Yes 
Bereavement Management Yes 
Care Planning Yes 
Claims Management Yes 
EMR / EHR No 
Medication Tracking Yes 
Patient Intake Yes 
Physician Portal Yes 
Scheduling Yes 
Volunteer Management Yes 

Long Term Care

Claims Management Yes 
Clinical Care Yes 
EHR No 
Electronic Health Record No 
For Home Care Providers Yes 
For Nursing Homes Yes 
Geriatric Care Yes 
MDS Review Yes 
Patient Records Yes 
Staff Scheduling Yes 

Nursing Home

Billing & Invoicing Yes 
Charting Yes 
Electronic Signature Yes 
Incident Management Yes 
Meal / Nutrition Management Yes 
Medication Tracking Yes 
Patient Intake Yes 
Referral Management Yes 
Scheduling Yes 

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