Manage contacts and track prospect activity with a mobile contact management . Add or import contacts from devices, take notes, and set follow-up reminders. Receive push notifications for prospect actions.
Manage client records with secure, HIPAA-compliant storage. View client status and history instantly. Store and access release forms. Track diagnoses using DSM-V (ICD-10) coding. Update with CMS FY 2025 coding data.
Create shipments at origin with editable details and photo uploads. Complete driver departure interviews and scan tracking devices to link them to shipments. Monitor status in real time and share critical driver information.