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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

Our user-friendly and intuitive private duty solution effectively oversees every facet of your agency's workflow, enhancing your operational efficiency and facilitating rapid business growth. It offers a comprehensive view of all home care appointments on a single interface. The system aligns the needs of private duty clients with the skills, availability, and locations of caregivers. It schedules employee tasks in accordance with the organization's established protocols while avoiding any scheduling conflicts. Notifications and reminders regarding employee and customer appointments, including overdue ones, are promptly sent and received. You can also select from multiple options to monitor non-medical home care overtime regulations. This solution seamlessly integrates with financial software like QuickBooks and MAS 90, serving as a unified platform for straightforward payroll processing and accounts receivable invoicing. Additionally, it presents balances and allows payments to be managed on one screen. The system also verifies caregivers' calls from clients' residences using caller ID and provides convenient access to the contact numbers of both caregivers and clients. Overall, this comprehensive approach ensures that all operational elements are streamlined, allowing agencies to focus on delivering quality care.

Description

Our comprehensive solution integrates automated task management with client communication, enabling accounting firms to enhance their client relationships while streamlining workflows for faster completion of tasks. Say goodbye to delays caused by clients' lack of responses, as our web and mobile applications transform communication and declutter your email inbox. Forget about managing a complicated tech stack; embrace Client Hub as the ultimate platform for workflow management, client interaction, a client portal, file sharing, and much more. You can easily set tasks to recur, initiate Client Tasks automatically, and receive notifications for overdue items. A standout feature is our ability to generate Client Tasks from uncategorized transactions in QuickBooks automatically. Tailored specifically for cloud accounting and bookkeeping professionals, our platform is dedicated to offering features that facilitate a seamless workflow tailored to your requirements. Share files effortlessly through mobile or drag-and-drop options, and maintain organization with client-facing and internal folders for each client, ensuring a structured approach to your operations. By choosing our solution, firms can look forward to an improved efficiency that ultimately benefits both their operations and their client satisfaction.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Anchor No 

Integrations

Anchor Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$32 per user per month
Billed annually
Free Trial Yes 
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) Yes 
Online Support Yes 

Customer Support

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

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Delta Health Technologies

Founded

1968

Country

United States

Website

deltahealthtech.com/appointmate/

Vendor Details

Company Name

Client Hub

Founded

2017

Country

United States

Website

clienthub.app

Product Features

Medical Scheduling

Appointment Management Yes 
Billing & Invoicing Yes 
Drag & Drop Yes 
Facility Scheduling Yes 
Multi-Location Yes 
No-Show Tracking Yes 
On Call Scheduling Yes 
Patient Records Yes 
Patient Scheduling Yes 
Physician Management No 
Recurring Appointments Yes 
Self Service Portal No 
Staff Scheduling Yes 

Product Features

Digital Workplace

Activity / News Feed Yes 
Calendar Management No 
Chat / Messaging Yes 
Content Management Yes 
Document Management Yes 
Employee Directory No 
File Sharing Yes 
Knowledge Management No 
Surveys & Feedback No 
Task Management Yes 

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