Unify your In-Home Healthcare business operations
Imagine an in-home healthcare operation where schedules align perfectly, compliance is effortless, inventory is always accounted for, and referrals never fall through the cracks. Servis.ai turns that vision into reality by unifying your essential workflows into one seamless system.
The more systems, the less insight...
Without servis.ai, even simple questions are hard...
Transforming Home-Based Care Through Unified Management
Patient
Tracking
Sales &
Marketing
Inventory
Management
HR
Operations
Referral
Management
Patient Tracking
Keeping track of patient interactions, visits, and care plans is essential but often chaotic. Without an efficient system, providers risk missed appointments, delayed treatments, and poor coordination among caregivers.
How Servis.ai Helps:
- Centralized patient records ensure that all team members have real-time access to the latest patient information.
- Integrated scheduling tools help optimize visit frequency and caregiver assignments.
- Automated follow-up reminders improve patient adherence to treatment plans.
Sales & Marketing
In-home healthcare providers need to attract new clients while maintaining strong relationships with existing ones. However, many struggle with inconsistent lead tracking, ineffective outreach, and lack of data-driven insights.
How Servis.ai Helps:
- The Accounts and Contacts apps centralize lead and client data, making it easier to track interactions and follow-ups.
- Built-in campaign tracking tools provide insights into which marketing efforts drive the best ROI.
- Automated workflows streamline patient onboarding, ensuring smooth transitions from inquiry to care.
Inventory Management
Managing supplies, medical equipment, and orders across multiple locations can be complex. Inaccurate stock tracking, order delays, and inefficient supplier management can lead to wasted resources and impact patient care.
How Servis.ai Helps:
- Unified control over Contacts, Accounts, Orders, and Products streamlines supply chain management.
- Automated order tracking reduces errors and ensures real-time stock visibility.
- Multi-warehouse synchronization prevents inventory discrepancies across locations.
- Advanced reporting tools provide insights to optimize stock levels and purchasing decisions.
HR Operations
Hiring, onboarding, and managing in-home healthcare staff comes with challenges such as high turnover, compliance tracking, and coordinating teams across different locations. Keeping employee records, credentials, and issued equipment organized is crucial for efficiency and regulatory compliance.
How Servis.ai Helps:
- End-to-end recruitment management simplifies job postings, applicant tracking, and onboarding.
- Centralized employee records store credentials, performance data, and HR documentation in one place.
- Real-time workforce insights help manage schedules, locations, and staffing needs effectively.
- Equipment tracking ensures accountability for company-issued devices.
- Performance evaluation tools support continuous improvement and staff development.
Referral Management
Referrals are a major source of new patients in in-home healthcare, but managing them manually can lead to lost opportunities and inefficiencies.
How Servis.ai Helps:
- Automated referral tracking ensures no lead falls through the cracks.
- Instant status updates keep referrers informed, strengthening relationships with partners.
- Centralized documentation makes it easy to verify referral sources, patient eligibility, and service authorizations.
Patient-Centered Care with PRM Integration
Beyond traditional Electronic Health Records (EHR), our PRM tools facilitate personalized communication, timely follow-ups, and satisfaction tracking, ensuring that each patient feels valued and cared for.
- Effortless treatment scheduling and follow-ups.
- Personalized patient communication and outreach.
- Tracking satisfaction and ensuring consistent, high-quality care.
- Maintain consistent communication with referral providers and patients through automated marketing campaigns and follow-ups
Optimize Inventory and Logistics
Monitor supplies and medical equipment across various locations, from central stockrooms to nurses' trunk stock, preventing shortages and ensuring that critical items are always available.
- Real-time inventory tracking.
- Manage high-value, serialized inventory with precision, reducing losses and maintaining accountability throughout your supply chain.
Empower Your Workforce
Managing a distributed workforce is effortless with our HR and recruitment management tools.
- Simplify recruitment and onboarding processes with automated workflows, ensuring that your team is always equipped with qualified professionals ready to provide top-notch care.
- Keep track of certifications and training requirements effortlessly, ensuring compliance and fostering professional development within your team.
- Optimize staff schedules to maximize daily visits, reduce travel time, and ensure that patient appointments are met promptly.
- tay ahead of industry regulations with built-in compliance tracking and reporting features, minimizing risks and ensuring adherence to standards.
Why Choose Servis.ai?
By consolidating your operations into a single, intuitive platform, servis.ai ensures HIPAA-compliant data management, providing security and regulatory adherence for patient and medical device records. Our CRM can integrate seamlessly with existing EMR systems or serve as a standalone platform for managing patient and procedural data.