Marketing Tools for Home & Community Care Providers
Stay in touch with the case managers, hospitals and families who send you clients, and see which of them actually do. Coming soon to Zeumatic.
Growth in care comes from referrals
A home care agency, a meal program or an adult day center rarely grows from advertising alone. New clients arrive because a plan's case manager, a hospital discharge planner, a social worker or a satisfied family thought of you at the right moment. Keeping those relationships warm is marketing, even if nobody in the office calls it that.
Today that work happens in personal inboxes and phone contacts, and nobody can say which referral source sent the last ten clients. When the person who knew everyone leaves, the relationships leave with them.
Zeumatic is building marketing tools into the same records you already keep. Referral sources will have their own place, next to the clients they sent. You will be able to write to them, and to families who asked to hear from you, with simple e-mail campaigns, and see, client by client, where each admission came from, so the next hour of outreach goes where it pays off.
This feature is not available yet. Today, Zeumatic already runs the operations and billing behind the clients those referrals bring you: records, authorizations, claims, routes and analytics. Book a demo to see what exists now, and to tell us what you would want from the marketing side.
Works for
Every care business Zeumatic is set up for
How it is designed to work
- 1
Know your referral sources
Case managers, hospitals, social workers and partners in care, each with their own record.
- 2
Link them to admissions
Each new client carries the source that sent them, so referrals can be counted rather than guessed.
- 3
Stay in touch
Simple e-mail campaigns to referral sources and to families who opted in, sent from the same place.
- 4
See what works
Admissions by source over time, next to the billing analytics you already have.
Works hand in hand with
Available today, and what is coming next.
- Coming soon
Marketing Tools
Reach referral sources and families with e-mail campaigns, and see where new clients come from.
CRM
Client records, coverage, authorizations and documents in one place, with alerts before an authorization expires.
Analytics
Billed versus received, payer by payer, claims and clients over any period, plus a full audit log.
- Coming soon
AI Assistant
Ask Zeumatic to do the work in plain English: find a claim, prepare a batch, sum up a payer's payments.
“We went from three separate systems to one. Billing, authorizations, and client management finally talk to each other.”
Maria Hernandez
Billing Manager, Francisco's Cafe
Questions we hear
Can we send e-mail campaigns from Zeumatic today?
Not yet. Marketing tools are coming soon. Today Zeumatic covers records, authorizations, claims, routes and analytics.
Will families receive e-mails they did not ask for?
No. Campaigns are designed for people who agreed to hear from you, with an unsubscribe link in every message.
Will patient health information appear in campaigns?
No. Marketing messages are kept apart from clinical and billing records; the health information you hold stays where it is.
How do we hear when it is available?
Book a demo or write to us from the contact link below; we will let you know when marketing tools ship.
Will referral sources be shared between our companies?
Each company keeps its own records. An owner with several companies will see each one's sources separately, as with everything else in Zeumatic.
Can we track referrals before the tools ship?
Not in a dedicated way yet. Tell us during a demo how you track referrals today. The referral tools are being shaped around how care businesses actually work.
Ready to Transform Your Operations?
Bring your clients, claims, payments and routes into one place. Book a demo, or start your free trial today.