A leading homecare franchisor discovers the benefits of seamless functioning
CareSmartz360 integrated different processes and functions into one seamlessly functioning application and thus increasing efficiencies and maximizing revenue for a leading home care company and franchisor.
About the Company
Our client is an active franchisor and a leader in home care and assisted living services. Since 1996, they have grown to include over 125 franchisees within North America that have helped families with non-medical in-home care and assisted living referral services. Recently, they have been expanding their services to include skilled home healthcare in many locations.
Manual processes and data duplication due to disparate multiple systems were compromising the client’s ability to manage operations and franchises while simultaneously focusing on business growth.
Some of the issues our client faced include:
There were two different systems required to run the business – one for operational support, and another for franchise management. The systems were incompatible, and much of the information needed to be manually entered into both.
With data residing in the different systems, staff were required to manually create needed operational reports. The system was inefficient, time consuming and prone to human error.
Campaign & Lead Management
Franchises were spending a lot of money on the campaigns, but in the end, they were still entering the leads manually into their own systems. They were was also not getting any visibility into their campaigns which was a big issue.
It was difficult for the franchisee to manage their businesses outside of the office due to lack of integration between the Corporate office, Franchises, Care Coordinators, Area Representatives and Caregivers in the field.
Caregiver On-boarding and Retention
The client did not have a Learning Management System for Franchisees to streamline and better manage caregiver on-boarding and training.
They spent a large amount of time and effort providing systems support to the franchisees.
Since the client needed to simplify operations, Netsmartz looked to its proprietary software, CareSmartz360, to be able to handle the client’s challenges. In addition, the back office software interfaces with the CareSmartz360 mobile app, which would allow for easy scheduling, tracking and monitoring of caregivers off-site.
After gathering their requirements and understanding the business processes, a solution was developed. CareSmartz360, a cloud-based, HIPAA compliant application, was configured to manage both the operations and franchisees with one single application. Bringing the processes into one application eliminated the time consuming data duplication and redundancy. Role-based logins, with corresponding views, were created to enable the individual users to manage their respective functions. Reporting was taken to a whole new level – users could now generate automated custom reports, including Franchise Management, Client Intake, Scheduling, Payroll, Billing, HR, Marketing and Support.
- The client is now able to manage the entire business, including operations, marketing and franchise management, from within a single system. The integrated database provides the ability to generate comprehensive analytic reports quickly, leading to a better overview of operations and the ability to make more informed business decisions.
- The leads are automatically entered in the system and the employees just have to parse leads from multiple lead sources (television, radio, print, direct and mail) and assign them to franchisee.
- Franchisees have the ability to track leads, calculate ROI and update strategy at any time.
- The client is now able to view which lead sources generate revenue and is able to change strategies as needed.