Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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