ClearCare Online offers an array of features to its users that give you the edge to win new clients in the increasingly competitive home care market.

1. 5 Ways ClearCare Helps
You Win New Clients
Last Updated 8/29/2013

2. “The Sevens Obstacle”
When ClearCare user agency Sevens Home Care was shopping for a home
care system to manage their business in the rapidly growing home care
industry of Denver, Colorado, they knew they needed something to help
them stand out from the crowd.
Any agency could tell prospects that they had a caring staff and reliable
caregivers, but Sevens Home Care wanted to be able to have something
unique and exciting to convince prospective clients that their services were
better than the rest.
ClearCare provided that “something….”

3. Standing Out From The Crowd
Every agency owner wonders…
“How can I differentiate our
services from the competition – and
come out on top?”
In order to maintain and grow your business, home care
agencies need tools that help them differentiate their
services to prospects to prove that YOUR agency is
the BEST agency to care for a prospect’s loved one.
In this presentation, we’ll look at innovative ways that
users can take advantage of ClearCare Online’s
features to help convert PROSPECTS to CLIENTS
in an effort to increase client census, service
hours and ultimately: REVENUE!

4. The Solution is At Your Fingertips...
ClearCare Online has a number of features built in that allow you to manage
prospects with efficiency and ease from the initial call to the first shift,
including:
1. Initial Call Form
2. Prospect Stage Tracking
3. In-Field Assessment Capability
4. Family Room Access
5. Efficient Agency Management
Let’s look at how each of these features (that you already have!) can help
win clients…

5. The Initial Call Form
By using the Initial Call form, you can:
● Log all client information in ClearCare to reduce duplicate data entry time
● Provide a positive, consistent experience for first time callers
Tracking client information from the first contact with the utmost accuracy can
help provide prospects with a sense of efficiency from the very beginning.
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6. The Initial Call Form (cont…)
With ClearCare’s integrated Initial Call Form, your staff
can begin tracking information in ClearCare right
away.
While having the information in one spot reduces the risk
of a prospect getting “lost in the mix”, the Initial Call
Form also provides your staff answering the phone
with a basic script to work through as they gather new
client information.
By requiring all staff to utilize ClearCare’s Initial Call Form
when a prospect call comes in, and a little in-office
training, you can ensure that everyone who calls your
office receives a first interaction that leaves a positive
impression.
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Ever feel this way…?

7. Prospect Stage Tracking
With Prospect Stage Tracking, you can:
● Keep track of prospects in the sales process
● Prevent prospects from falling through the cracks
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8. Prospect Stage Tracking (cont…)
Prospect Tracking: Once the Initial Call form is completed, the information
converts to create a Prospect record in ClearCare. This record allows you to
easily track what stage of the sales process your prospects are at. Has an
assessment been completed? Contract signed? Caregiver matched? By
tracking the answers to these questions in ClearCare, you and your staff
don’t have to wrack your brain and dig through paper notes to find the
answers.
Keeping Tabs on Prospects: Want to know where each prospect stands in
terms of closing? Run a “Sales Pipeline Report” from Custom Reports to
see at a glance who needs follow up. Remember: A well-managed prospect
is a future client. How much time could you save by tracking all of a
prospect’s information within your homecare software? How many potential
clients are you currently losing because of a lack of follow-up?
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9. In-Field Assessment Capabilities
Completing assessments in the field allows you
to:
● Work remotely in ClearCare with mobile devices
● Enter data directly into ClearCare to save time & reduce errors
● Introduce ClearCare to prospects
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10. In-Field Assessment Capabilities
Completing assessments in the field allows you
to:
● Work remotely in ClearCare with mobile devices
● Enter data directly into ClearCare to save time & reduce errors
● Introduce ClearCare to prospects
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11. In-Field Assessment Capabilities
Mobile Access: One major advantage of using ClearCare is its accessibility
from anywhere. Because ClearCare Online is hosted in the cloud, your
agency administrators can log-in from anywhere with a WiFi or wireless
data connection.
● iPad
● iPhone
● Android
● Laptop...
...As long as you have internet access, ClearCare can be securely accessed
giving you real time visibility of data.
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12. In-Field Assessment Capabilities
Client Impressions: Mobile data entry capabilities offer a unique first
opportunity to introduce ClearCare to prospects. When completing an
assessment, consider the benefits of explaining why you’re entering the
data on an iPad – talk about how it’s linked to your homecare management
system, which helps remind caregivers of shifts, lets you know when they
arrive at a client’s home and can even provide family member access to real
time updates.
Efficient Data Entry: How do you currently complete in-home client
assessments? Paper & pen? Where does that information go after the
visit? Using a mobile device, like an iPad with ClearCare allows you to enter
a prospect’s assessment directly to their record in ClearCare – building off
what you already entered in the Initial Call form. Less repetitive data entry =
less time = lower administrative costs
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13. Let’s Think About All This
Prospective clients and their family members who are on the fence about in-
home care want to feel reassured that your agency is capable of providing
the care they need.
Introducing how you use ClearCare to provide high value, efficient services
can help provide that reassurance early on in the sales process.
Positive prospect interactions +
ClearCare features that differentiate your agency =
New clients
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14. Family Room Access
The Family Room gives you power to:
● Explain benefits of transparency in care
● Show Off Access to Client Updates
● Share Invoicing information
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15. Family Room Access (cont…)
The Family Room feature of ClearCare offers a unique way to differentiate your
agency in a market that’s often highly competitive. By showing off the
Family Room (via static demo pages you can access right from a tablet or
smartphone) you can highlight features like:
● Schedule views with real-time updates
● Task review
● Invoice review
● Real time updates from caregivers in the home via telephony
The harsh reality is that everyone with a senior loved one has heard an
elder care horror story. By proudly displaying your commitment to
transparency with clients and their loved ones, you stand to position your
agency to present as an industry leader in quality care. And with ClearCare
as a key facet in your agency’s sale process, your ability to be transparent
with clients is shown off at every step.
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16. Efficient Agency Management
ClearCare allows you to efficiently manage
your business, and:
● Show off commitment to efficiency
● Highlight value of efficiency in quality care
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17. Efficient Agency Management (cont…)
In addition to showing how the family room creates transparency in care, using
ClearCare as a sales tool to explain how you manage your business can
help prospects get a better feel for how your business operates. Think about
touching on:
● How you schedule caregivers. (automatic shift reminders and caregiver
access to real time schedule updates).
● How you oversee caregivers. (Care alerts cause immediate response to
see why a caregiver hasn’t clocked in).
● Billing Options. (your accuracy in billing and the ability to send bills by
email or to payers other than the client.)
● Ease of Communication. (how information is passed from caregiver to
caregiver with telephony messages or text and email updates from the
office).
By sharing how your business is efficiently managed you can help prospects
better understand your agency’s ability to provide high quality care through
efficient processes managed with the help of ClearCare.
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18. The Final Word
With an array of features available through ClearCare, you can find the best
options for your agency to highlight and use ClearCare to help win new
clients.
Think about how these features and processes could help
● Refine in-house processes
● Save time
● Reduce data entry
● Impress clients
1. Initial Call Form
2. Prospect Stage Tracking
3. In-Field Assessment Capability
4. Family Room Access
5. Efficient Agency Management
For more information
on the features we’ve
discussed, check out
these links for the
nuts & bolts how-to: