MatrixCare Marketing Migration Benefits

This document provides a list of benefits of migrating

from MatrixCare REPS Marketing to the next generation

MatrixCare Marketing (MCM) product by system area. It

includes the feature name, whether the feature currently

exists in REPS and MCM, and a brief description of the

differences between the two applications.

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MatrixCare® Marketing Migration Benefits

FEATURE REPS MCM DIFFERENCES

Pick List ValueMCM introduces the ability to make picklist values available to one or many communities. REPS limits the option to one or ALL communities.

Activity-Result Linking

MCM introduces Activity and Result linking. It defines the appropriate codes that should be available to select per activity, and limits options for end-user workflow streamlining.

Pick List Value Structure

MCM removes the Code-Description structure of picklists, and replaces it with a code or value. REPS requires the input of a code and a description (CI/Call-in) where MCM has Call-In. Existing client values are merged during migration. The value is displayed as CI-Call-In, and can be edited post-migration.

Enhanced User Security

MCM enhances user security by initiating strong passwords. Passwords must be a minimum of eight characters, include upper and lowercase, and a number. Users are locked out after four failed attempts, and a screen timeout after 15 minutes of inactivity; warning message appears at 14 minutes of inactivity.

Sales Counselor Reassign

MCM introduces enhanced reassign functionality. Users are no longer limited to a one-to-one reassignment. Reassignment of leads can be distributed among multiple counselors, and is filtered on a set of values.

User ManagementMCM introduces pagination, which reduces the page loading time for organizations with large amounts of users.

Activity TypesREPS presents a non-editable, pre-defined list PF activity type options. MCM uses a user-definable list.

System Management

FEATURE REPS MCM DIFFERENCES

CentersMCM introduces customizable viewing areas (centers) for Leads, Activity, and Referral/Organization. These centers provide the ability to view data for one or more leads.

Find/Search

MCM introduces a dynamic search function in the Referral Center, Lead Center, Occupancy Center, and Activity Center. The search results change dynamically as you enter the search criteria.

Filter

MCM introduces a filter function that is available in conjunction with the centers. Users can filter the lists by community or region, providing the ability to view data across the enterprise.

User Interface

MCM introduces a new user interface that streamlines workflow. Lead and referral records are now displayed in an accordion view that allows users to view an entire lead or referral record on one page.

Browser AgnosticMCM increases the number of browsers that can be used. Users can use Chrome, Safari, and Internet Explorer, and ActiveX is no longer required.

Mobile ReadyMCM introduces the ability to access the application using mobile devices. We recommended displays that are 7 inches or larger.

Mail MergeMCM introduces the ability to create and save templates that can be reused to create export files.

Dashboard

New MCM dashboard features provides provide quick access to important metrics. Users can create a dashboard specific to their role where they can select from a library of widgets they want included.

Audit reportingMCM introduces additional audit capabilities. You can view details regarding which user added, edited, or deleted field level information.

Global Functionality

MatrixCare® Marketing Migration Benefits

FEATURE REPS MCM DIFFERENCES

Lead ManagementMCM introduces the ability to open and view multiple leads using a tabbed interface similar to tabs in a browser.

Hide SSN fieldMCM introduces the option to display, partially mask, or totally hide the SSN field. The masked option displays only the last four numbers of the SSN.

Add Lead

MCM streamlines the addition of a lead record based on relationship. If inquiring about the lead (self), the user is presented with prospect info. If relationship is not self, the Primary contact info is presented. This eliminates entry of duplicate data.

Second PersonMCM can eliminate some data entry by using the option to populate the second person’s address with the prospect address.

Second Person - Care Setting

MCM introduces the ability to track the care setting of the second person.

Needs

MCM Introduces the ability to define a checklist of values associated with prospect needs. An AL facility can define assistance required, such as bathing, dressing, etc., and an IL facility can define a list of hot buttons, such as Apt size, pool, recreation, etc.

Story

MCM introduces a text field where the end user can enter a narrative of their initial meeting with the lead, and include information such as current living arrangements, concerns, etc.

SourceREPS limits the source entry to two source codes. MCM allows users to enter multiple sources in a table format. Re-inquiries are recorded through an activity are also displayed.

Lead Management

MatrixCare® Marketing Migration Benefits

FEATURE REPS MCM DIFFERENCES

Referral Linking

REPS provides the ability to link a lead to the referral. MCM also provides this ability, but streamlines the process by adding it to the source. If a source of a referral or professional referral is selected, the user is presented the option to search the referral database or add a new referral if they do not exist. This functionality can dramatically reduce input time

Profiles

REPS requires multiple entries in order to track many hobbies a lead might have. MCM introduces multi-select pick lists, which enable one entry with multiple values to reduce input time.

Activities

MCM enhanced the activity view and event summary information that was previously displayed on the summary screen. The event summary identifies the event results, such as RSVP, attended, cancelled, or no show.

DepositsMCM introduces the ability to attach a deposit to a specific apartment, and to transfer a deposit to another prospect.

Wait List

MCM combines the Apartment Preference option with the Wait List screen, allowing you to identify prospect interest and place them on the waitlist if necessary. The wait list function is also enhanced to display the total available apartments and wait list position, instead of requiring you to run a separate report.

Prospect Photo MCM adds the ability to upload a prospect photo.

Community TransferMCM adds the ability to transfer a lead from one community to another.

Lead Timeline

MCM adds a timeline on the lead header that displays the progression through the sales process; from inquiry to move-in or lost lead. Key date rules can be created to build the timeline and designate tasks associated with sales activity milestones.

Lead Management

MatrixCare® Marketing Migration Benefits

FEATURE REPS MCM DIFFERENCES

Referral ManagementMCM introduces the ability to have multiple referrals and organizations open at one time, and view them through a tabbed interface similar to a browser.

Referral StatisticsThe new Referral Center displays the total referred leads and move-ins. This provides quick access to conversion statistics without running a report.

Ref-Org HistoryMCM can track the start and end dates of referral-organization relationships. For example, you can see when a referral worked with/for a specific organization.

Primary ReferralMCM allows you to designate a primary associate for an organization.

Referral CategorizationMCM allows you to Identify professional and non-professional referrals (residents).

Referral Source Management

MatrixCare® Marketing Migration Benefits

FEATURE REPS MCM DIFFERENCES

Event TrackingMCM extends the Event Management functionality to include referrals.

Event ManagementREPS uses system-defined reminder and follow-up activity for ALL events. MCM introduces the ability to define a reminder and follow-up activity for each event.

Meal ChoiceMCM provides the ability to track attendee meal choice when hosting an event where meals are provided.

FEATURE REPS MCM DIFFERENCES

Apartment Care SettingREPS defines the apartment Care Setting at the apartment level. MCM manages it at the apartment type level.

Event Management

Apartments

MatrixCare® Marketing Migration Benefits

MatrixCare® Marketing Migration Benefits

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MatrixCare solutions have powered the long-term care continuum for over 30 years. MatrixCare is the largest LTPAC technology provider in the U.S. and the first to offer a true full spectrum solution. Used in more than 11,000 facility-based care settings and 1,400 home care and home health agencies, MatrixCare’s solutions help skilled nursing and senior living providers, continuing care retirement communities, and home health organizations to prosper as we migrate to a fee-for-value healthcare system. Through our common care coordination platform, we are also able to offer the industry’s first solution for helping the emerging set of conveners and diversified LTPAC operators to deliver superior care and better outcomes across the full spectrum of care.