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Description
The system includes essential documents such as Face Sheets, Admission forms, HIPAA logs, Client notes, user fields, demographics, needs assessments, barriers, sources of income, historical data, program participation, and more. It facilitates the scheduling of appointments, interviews, reviews, events, and manages paperwork requirements, including recurring follow-ups. Integrated calendars spanning day, week, and month allow for the tracking of all practice activities while ensuring HIPAA compliance and security. Users can view information by client, employee, location, or program. Additionally, scheduling can be managed through centralized scheduling or self-scheduling models. The platform allows for the reuse of various templates including Word, Excel, or PDF forms as mandated by regulatory bodies. Utilizing built-in wizards and templates, users can create their own assessments, logs, checklists, and consent forms that support online signatures. Furthermore, the system enables scanning and attachment of all pertinent files, receipts, documents, and images, which can be retrieved and reviewed from secure user folders by client. Personnel management can be handled in the same comprehensive manner, ensuring all essential documentation and scheduling are efficiently organized. This holistic approach streamlines workflows while maintaining compliance and security.
Description
Everything begins with your very first client! Simply enter their name, phone number, email address, and other details, choose a profile picture if you wish, and click create! Our appointment management system allows you to effortlessly track all your appointments, both past and upcoming. You can check your daily appointments to see who you're meeting with and the purpose of their visit. You also have the option to attach notes, and we will automatically link the appointment to your client's profile. This platform serves as the central hub of tacrem. Client profiles enable you to access all previous appointments, projects, applications, and images related to each individual. You can upload new images for your clients, view the original application forms, schedule future appointments, or modify the status of an ongoing project! Additionally, our application system provides the flexibility to fully customize your application forms, allowing you to ask only the questions that are relevant to your needs. You have the choice to embed the application form directly on your website or simply share a link hosted by us in your Instagram bio to streamline the process! With these tools at your disposal, managing client interactions has never been easier.
API Access
Has API
API Access
Has API
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$29.99 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
AdvanTec
Founded
1998
Country
United States
Website
caregivermanagementsolutions.com
Vendor Details
Company Name
Tacrem
Country
Canada
Website
www.tacrem.com
Product Features
Home Care
Billing & Invoicing
Care Plan Management
Caregiver Management
Client Management
Field Communication
Insurance Management
Payroll Management
Scheduling
Visit Verification
Home Health Care
Billing & Invoicing
Charting
Electronic Signature
Employee Tracking
Medication Database
Patient Intake
Scheduling
Time / Task Reporting
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
