Visiting Angels of Greater Philadelphia

Switching to a new Home Care Software 

Visiting Angels was looking for a reliable home care software provider who knew the home care industry and was also based in the U.S. 

“I like that Aaniie is based in the United States,” Mary LaMarre said. “We looked at software companies based in other countries, but there are nuances in running a business in the US. I think having a US-based company is key because Aaniie keeps up with the current legislation.” 

Business Growth with Aaniie’s CRM 

Since the first Visiting Angels location in Jenkintown started with Aaniie in Greater Philadelphia, they’ve added three more locations. 

“Aaniie’s tools have made it possible for us to expand the business,” Mary said. “With our old system, we would have had to run three separate instances of the software. It would have been virtually impossible for us to do the expansion that we did with the old tool set.” 

They attribute this growth and success to the workflows they created utilizing Aaniie’s integrated CRM and lead tracking systems.

Tracking Referrals Made Easy

Aaniie’s CRM and lead management dashboard make tracking referrals easy as their business grows.

“Using the tools that we have within Aaniie, we’re able to track and manage everything from the first contact with a lead to when we’ve converted them to a client,” says Mary. 

This capability became especially helpful when standardizing their lead management workflow and processes across multiple locations. From utilizing tags to sort, manage, and report on different groups of leads to ranking the strength of the leads, Aaniie’s CRM became essential for Mary as Client Relations Director.

“All of these tools in Aaniie — the lead management, the table view, as well as the dashboard view — are critical to being able to do what I need to do,” Mary said. “Because if you’re not managing your leads, your business isn’t going to grow.”

Customization of the CRM dashboard has also been a game-changer for Visiting Angels as they evaluate and reassess their lead-to-client onboarding workflow.

“We wanted to report on how many leads we lose before they get to the home visit versus how many leads we lose after the home visit — there’s a big difference.”

Having everything in one place is not only helpful from a lead management perspective, but it also brings a sense of personalization and a competitive edge. 

“With everything in the system, when someone reaches out again after a year or two, I don’t have any reentry of information. That is powerful because all I have to do is verify the information. Then, from the client’s perspective, they’re saying, ‘Well, gee, these people really know what they’re doing. They remember me from a year and a half ago’ — and everybody wants to be remembered.”

— Mary LaMarre, Visiting Angels Client Relations Director 

Reporting with Aaniie’s KPI Dashboard 

As your business grows, it becomes more and more essential to focus on data and report on Key Performance Indicators (KPIs). Aaniie’s integrated KPI dashboard makes it easy for home care agencies to access data in real-time, both for individual and multiple locations. 

This allows Visiting Angels to report extensively on their leads and conversion rates. It also allows them to look into how many they lost and why they lost them. 

“We have a management meeting every morning. I report projected hours for the week, how many people we’ve hired, how many people we’ve terminated, how many home visits we’ve had, and how many leads we’ve had month to date. I simply go into the dashboard to retrieve that information.” 

And Aaniie’s customization streamlines the dashboard data so that each user sees precisely the information they need for their aspect of the business. 

“I live and breathe the leads dashboard, and you can customize it to fit your business.” 

— Mary LaMarre, Visiting Angels Client Relations Director 

Scheduling at-a-Glance 

Once clients are onboarded at Visiting Angels, Aaniie’s color-coded scheduling dashboard has become a game-changer for their entire team. The at-a-glance functionality of the scheduling dashboard makes it easy to find what you need. 

“Anyone, even me (a non-scheduler), can look at the schedule and see what’s going on,” Mary says. “I still take customer calls, and I’m able to use the scheduling dashboard to find out anything I need.” 

Aaniie’s advanced scheduling tools also make it easy to create multiple shifts quickly using auto-scheduling and bulk scheduling tools. 

“What I like about the scheduling dashboard is I can click on a shift, and see all of the shift details, including if the caregiver doesn’t show up on time,” Mary explains. “The other thing that’s nice is the bulk-create open shifts,” Mary said. 

These kinds of efficiencies created by scheduling with Aaniie have also contributed to their reduced overhead. 

“We can do more with less, especially in the scheduling arena,” Mary explains. “We can manage more hours with fewer chairs filled, so to speak. It’s also easier to train our schedulers so they can run with the system and take advantage of the features.”

Hiring Advantages with Aaniie

Visiting Angels integrated Aaniie’s Caregiver Rewards as a recruiting tool for their business. 

“There’s a lot of home care agencies out there, so what sets us apart is Caregiver Rewards,” Mary says. “We advertise in our job postings that you can earn enough points to get a widescreen television by just showing up on time for a year, and that really catches their attention.” 

Aaniie’s knowledge library also impressed Visiting Angels as they grew and hired more staff. 

“I think Aaniie’s training resources have improved our training process – especially the videos,” Mary said. “Anytime we hire a new scheduler or office person, we know which videos they should review to get started, and it really helps.”