CareAcademy home care agency training compliance
CareAcademy home care agency training compliance

What Is The Best Home Care Agency Billing Software?

Are you looking for the best Home Care Agency Billing Software to streamline your operations and ensure accurate payments? At CAR-REMOTE-REPAIR.EDU.VN, we understand the critical role efficient billing plays in the success of your agency, especially in the competitive U.S. market. Discover how the right software can revolutionize your administrative tasks and improve overall efficiency. Learn about caregiver compliance and training solutions to ensure your agency remains competitive.

Contents

1. What is Home Care Agency Billing Software?

Home care agency billing software is a specialized application designed to manage the financial aspects of running a home care business, providing solutions for caregiver compliance and training. It automates and streamlines processes such as invoicing, payment tracking, and financial reporting, ensuring accuracy and efficiency. The software manages caregiver compliance and training, ensuring adherence to regulatory requirements.

1.1. Key Features of Home Care Agency Billing Software

  • Automated Invoicing: Generates invoices automatically based on scheduled services.
  • Payment Tracking: Monitors incoming and outgoing payments, reducing errors.
  • Compliance Management: Helps maintain compliance with industry regulations.
  • Reporting: Provides detailed financial reports for better decision-making.
  • Integration: Works seamlessly with other agency management systems to streamline operations.

According to a 2023 report by Home Care Technology Report, agencies using specialized billing software experienced a 30% reduction in billing errors and a 20% increase in revenue collection efficiency.

1.2. Why is Home Care Agency Billing Software Important?

Implementing the right billing software is crucial for several reasons:

  • Accuracy: Reduces manual errors in invoicing and payment processing.
  • Efficiency: Automates billing tasks, freeing up staff for other responsibilities.
  • Compliance: Ensures adherence to healthcare regulations and standards.
  • Financial Visibility: Offers real-time insights into your agency’s financial health.
  • Scalability: Supports growth by handling increasing volumes of billing data.

1.3. Challenges in Home Care Agency Billing

Home care agencies face several billing challenges, including:

  • Complex Payer Rules: Navigating various payer regulations can be confusing.
  • Manual Processes: Relying on manual data entry increases the risk of errors.
  • Compliance Issues: Staying compliant with changing healthcare laws is challenging.
  • Cash Flow Management: Delays in payment can impact your agency’s financial stability.
  • Data Security: Protecting sensitive client and financial information is essential.

1.4. Benefits of Using Home Care Agency Billing Software

Investing in billing software offers numerous advantages:

  • Reduced Errors: Minimizes billing inaccuracies, leading to fewer claim denials.
  • Faster Payments: Streamlines the billing process, ensuring quicker reimbursement.
  • Improved Compliance: Automates compliance checks, reducing the risk of penalties.
  • Better Reporting: Provides comprehensive reports for informed decision-making.
  • Increased Efficiency: Automates administrative tasks, saving time and resources.

1.5. Types of Home Care Agency Billing Software

There are several types of billing software available, each catering to different agency needs:

  • Cloud-Based Software: Accessible from anywhere with an internet connection, offering flexibility and scalability.
  • On-Premise Software: Installed on local servers, providing more control over data.
  • Integrated Software: Combines billing with other agency management functions like scheduling and payroll.
  • Standalone Software: Focuses solely on billing, suitable for agencies with existing management systems.

2. What are the Key Features to Look for in Home Care Agency Billing Software?

When selecting home care agency billing software, consider these essential features for optimal efficiency and compliance:

  • Electronic Visit Verification (EVV): Accurately tracks caregiver time and attendance.
  • Automated Billing: Generates invoices automatically based on scheduled services.
  • Claim Management: Streamlines the claim submission and tracking process.
  • Compliance Tracking: Monitors adherence to regulatory requirements.
  • Reporting and Analytics: Offers detailed insights into financial performance.
  • Integration Capabilities: Works seamlessly with other agency management systems.
  • User-Friendly Interface: Easy to navigate and use, reducing training time.
  • Security Features: Protects sensitive client and financial information.
  • Mobile Accessibility: Allows access and management from mobile devices.
  • Customer Support: Provides reliable assistance when needed.

According to a 2024 survey by the National Association for Home Care & Hospice (NAHC), 85% of agencies prioritize EVV integration when choosing billing software.

2.1. Electronic Visit Verification (EVV) Integration

EVV integration is crucial for compliance with the 21st Century Cures Act, ensuring accurate tracking of caregiver visits.

  • Real-Time Tracking: Monitors caregiver location and visit duration in real-time.
  • Automated Data Capture: Automatically captures visit information, reducing manual entry.
  • Compliance Reporting: Generates reports for compliance with state and federal regulations.

2.2. Automated Billing and Invoicing

Automating billing tasks can significantly reduce errors and improve efficiency.

  • Scheduled Invoicing: Automatically generates invoices based on scheduled services.
  • Customizable Templates: Allows for creating personalized invoice templates.
  • Payment Reminders: Sends automated payment reminders to clients.

2.3. Claim Management and Processing

Efficient claim management is essential for maximizing revenue and reducing denials.

  • Claim Scrubbing: Identifies and corrects errors before submitting claims.
  • Electronic Claim Submission: Submits claims electronically to payers.
  • Claim Tracking: Monitors the status of submitted claims.

2.4. Reporting and Analytics

Detailed reporting and analytics provide insights into financial performance and trends.

  • Customizable Reports: Allows for creating reports tailored to specific needs.
  • Financial Dashboards: Offers real-time visibility into key financial metrics.
  • Trend Analysis: Identifies trends in revenue, expenses, and payment patterns.

2.5. Integration with Other Agency Management Systems

Seamless integration with other systems streamlines operations and reduces data silos.

  • Scheduling Software: Integrates with scheduling tools for accurate billing.
  • Payroll Systems: Connects with payroll systems for efficient payment processing.
  • CRM Software: Syncs with CRM systems for better client management.

2.6. User-Friendly Interface and Mobile Accessibility

An intuitive interface and mobile access enhance usability and productivity.

  • Easy Navigation: Simple and intuitive navigation for all users.
  • Mobile Apps: Allows access and management from smartphones and tablets.
  • Training Resources: Provides training materials for new users.

3. How Does Home Care Agency Billing Software Improve Efficiency?

Home care agency billing software significantly enhances operational efficiency by automating key financial processes.

  • Reduced Manual Data Entry: Automates data entry, minimizing errors.
  • Faster Invoicing and Payments: Streamlines billing, accelerating payment cycles.
  • Improved Accuracy: Reduces billing errors, leading to fewer claim denials.
  • Enhanced Compliance: Automates compliance checks, reducing risks.
  • Better Financial Management: Provides real-time insights into financial health.

3.1. Automating Repetitive Tasks

Automation reduces the burden of manual tasks, freeing up staff for more strategic activities.

  • Automated Invoicing: Automatically generates and sends invoices.
  • Payment Reminders: Sends automated payment reminders to clients.
  • Claim Submission: Automates the claim submission process.

3.2. Reducing Billing Errors

Minimizing errors is crucial for maximizing revenue and maintaining compliance.

  • Claim Scrubbing: Identifies and corrects errors before submission.
  • Automated Data Validation: Validates data to ensure accuracy.
  • Real-Time Error Detection: Detects errors in real-time, preventing delays.

3.3. Streamlining Claim Submission and Processing

Efficient claim processing accelerates reimbursement and reduces denials.

  • Electronic Claim Submission: Submits claims electronically to payers.
  • Claim Tracking: Monitors the status of submitted claims.
  • Automated Claim Reconciliation: Automates the reconciliation process.

3.4. Enhancing Financial Reporting

Comprehensive reporting provides valuable insights into financial performance.

  • Customizable Reports: Allows for creating reports tailored to specific needs.
  • Financial Dashboards: Offers real-time visibility into key financial metrics.
  • Trend Analysis: Identifies trends in revenue, expenses, and payment patterns.

3.5. Improving Compliance Management

Automated compliance checks reduce the risk of penalties and ensure adherence to regulations.

  • Compliance Tracking: Monitors adherence to regulatory requirements.
  • Automated Updates: Automatically updates compliance rules and regulations.
  • Audit Trails: Provides audit trails for compliance verification.

4. What are the Benefits of Cloud-Based Home Care Agency Billing Software?

Cloud-based home care agency billing software offers numerous advantages over traditional on-premise solutions:

  • Accessibility: Accessible from anywhere with an internet connection.
  • Scalability: Easily scales to accommodate growing agency needs.
  • Cost-Effectiveness: Reduces IT infrastructure and maintenance costs.
  • Automatic Updates: Automatically updates software, ensuring access to the latest features.
  • Data Security: Provides robust security measures to protect sensitive data.

4.1. Enhanced Accessibility and Flexibility

Cloud-based software allows access from anywhere, enhancing flexibility.

  • Remote Access: Access data and manage billing from any location.
  • Mobile Accessibility: Use mobile devices to manage billing on the go.
  • Real-Time Collaboration: Facilitates real-time collaboration among team members.

4.2. Cost Savings

Cloud solutions reduce IT infrastructure and maintenance costs.

  • Reduced IT Costs: Eliminates the need for expensive hardware and IT staff.
  • Lower Maintenance Costs: Reduces maintenance and support expenses.
  • Pay-as-You-Go Pricing: Offers flexible pricing options based on usage.

4.3. Automatic Software Updates

Automatic updates ensure access to the latest features and security patches.

  • Seamless Updates: Updates are applied automatically without disruption.
  • Latest Features: Access to the newest features and enhancements.
  • Security Patches: Ensures software is protected against the latest threats.

4.4. Improved Data Security

Cloud providers offer robust security measures to protect sensitive data.

  • Data Encryption: Encrypts data to protect it from unauthorized access.
  • Regular Backups: Regularly backs up data to prevent data loss.
  • Compliance Certifications: Complies with industry security standards.

4.5. Scalability and Integration

Cloud-based software easily scales to accommodate growing agency needs and integrates with other systems.

  • Scalable Resources: Easily scales resources to meet changing demands.
  • Integration Capabilities: Integrates with other agency management systems.
  • API Access: Provides API access for custom integrations.

5. How to Choose the Right Home Care Agency Billing Software?

Selecting the right billing software requires careful consideration of your agency’s specific needs and requirements.

  • Assess Your Needs: Identify your agency’s specific billing requirements.
  • Research Options: Explore different software options and compare features.
  • Check for Integration: Ensure seamless integration with existing systems.
  • Read Reviews: Read customer reviews and testimonials.
  • Request a Demo: Request a demo to evaluate the software’s usability.

5.1. Assess Your Agency’s Needs

Identify your agency’s specific billing requirements.

  • حجم المبيعات: تحديد حجم عمليات الفوترة.
  • Compliance Requirements: Ensure the software meets regulatory standards.
  • Integration Needs: Identify integration requirements with other systems.

5.2. Research Different Software Options

Explore different software options and compare features.

  • Online Reviews: Read online reviews and testimonials.
  • Industry Reports: Review industry reports and comparisons.
  • Vendor Websites: Explore vendor websites and product information.

5.3. Check for Seamless Integration

Ensure seamless integration with existing systems.

  • API Availability: Check for API availability for custom integrations.
  • Integration Modules: Explore pre-built integration modules.
  • Compatibility: Ensure compatibility with existing hardware and software.

5.4. Read Customer Reviews and Testimonials

Read customer reviews and testimonials.

  • Vendor Websites: Read reviews on vendor websites.
  • Third-Party Review Sites: Explore third-party review sites for unbiased feedback.
  • Industry Forums: Check industry forums for customer opinions.

5.5. Request a Demo and Trial Period

Request a demo and trial period.

  • Hands-On Testing: Test the software’s usability and features.
  • Real-World Scenarios: Use real-world scenarios to evaluate performance.
  • Evaluate Support: Assess the quality of customer support.

6. What are Some Top Home Care Agency Billing Software Options?

Several software options are available, each offering unique features and benefits. Here are some of the top choices:

  • CareAcademy: Best for training and compliance, offering seamless integration.
  • WellSky Personal Care (formerly ClearCare): Ideal for back-office and scheduling.
  • Smartcare: Excellent for talent and relationship management.
  • Alayacare: Best for back-office and scheduling with comprehensive features.
  • Caretap: Known for visit verification and mobile accessibility.
  • Revenue Performance Advisor by Change Healthcare: Specialized in claims management.
  • AxisCare: Perfect for managing multi-location agencies.
  • Homecare Homebase: Streamlines staffing, scheduling, and routing.
  • HHAeXchange: Designed for Medicaid personal care and compliance management.
  • Alora Health: Best for caregiver scheduling and efficient operations.
  • Careficient: An all-inclusive healthcare management platform.

6.1. CareAcademy

  • Best For: Home health care agency training and compliance.
  • Key Features: State-approved training platform, automated class assignments, and compliance tracking.
  • Why Choose: Ensures caregivers are compliant with state requirements and offers seamless integration with other systems.

CareAcademy home care agency training complianceCareAcademy home care agency training compliance

6.2. WellSky Personal Care (formerly ClearCare)

  • Best For: Back office and scheduling.
  • Key Features: Automatic Medicare eligibility checks, claims submission tools, and real-time dashboards.
  • Why Choose: Useful for coordinating various types of care and optimizing intake processes.

WellSky home health care platformWellSky home health care platform

6.3. Smartcare

  • Best For: Talent and relationship management.
  • Key Features: Mobile-friendly applicant tracking system, one-click scheduling, and client communication tools.
  • Why Choose: Helps build agency business, retain caregivers, and provide excellent client satisfaction.

Smartcare intuitive home care platformSmartcare intuitive home care platform

6.4. Alayacare

  • Best For: Back office and scheduling.
  • Key Features: Cloud-based platform, clinical documentation, remote patient monitoring, and family portals.
  • Why Choose: Offers comprehensive back-office functionality and remote patient monitoring capabilities.

AlayaCare cloud based home care agency platformAlayaCare cloud based home care agency platform

6.5. Caretap

  • Best For: Visit verification.
  • Key Features: Electronic visit verification (EVV), secure client signatures, and real-time caregiver tracking.
  • Why Choose: Known for its comprehensive EVV feature and user-friendly mobile interface.

Caretap comprehensive cloud based home health care automation platformCaretap comprehensive cloud based home health care automation platform

6.6. Revenue Performance Advisor by Change Healthcare

  • Best For: Claims management.
  • Key Features: AI-powered claims optimization, CCI editing tool, and digital claim submission.
  • Why Choose: Helps manage claims and reduce bad-debt write-offs for uncovered services.

Revenue Performance Advisor claims managementRevenue Performance Advisor claims management

6.7. AxisCare

  • Best For: Managing multi-location agencies.
  • Key Features: Drag-and-drop scheduling, customizable intake forms, and EVV compliance.
  • Why Choose: Helps track essential growth metrics and improve client and caregiver experience.

AxisCare all in one home care management softwareAxisCare all in one home care management software

6.8. Homecare Homebase

  • Best For: Back office and scheduling.
  • Key Features: Streamlines staffing, scheduling, and routing with real-time EMR access.
  • Why Choose: Ensures accurate documentation and optimizes caregiver routes.

Homecare Homebase cloud based home health software solutionHomecare Homebase cloud based home health software solution

6.9. HHAeXchange

  • Best For: Compliance management.
  • Key Features: Web-based platform designed for Medicaid personal care, with EVV methods and compliance features.
  • Why Choose: Connects state agencies with managed care payers and providers.

HHAeXchange web based platform for home care agency managementHHAeXchange web based platform for home care agency management

6.10. Alora Health

  • Best For: Caregiver scheduling.
  • Key Features: Real-time visibility on home visits, open-shift notifications, and HIPAA-compliant email.
  • Why Choose: Combines all functions of a home care agency operation into one platform.

Alora Health Software home visitsAlora Health Software home visits

6.11. Careficient

  • Best For: All-inclusive health care management.
  • Key Features: Comprehensive cloud-based platform with employee management, payroll, and scheduling.
  • Why Choose: Manages employees, payroll, and scheduling with secure patient information storage.

Careficient comprehensive cloud based software platformCareficient comprehensive cloud based software platform

7. How Can Home Care Agency Billing Software Help with Compliance?

Billing software plays a crucial role in maintaining compliance with healthcare regulations.

  • Automated Compliance Checks: Automates compliance checks, reducing the risk of penalties.
  • EVV Integration: Integrates with EVV systems for accurate visit tracking.
  • Regulatory Updates: Provides updates on changing regulations.
  • Audit Trails: Maintains audit trails for compliance verification.
  • HIPAA Compliance: Ensures compliance with HIPAA regulations.

7.1. Automating Compliance Checks

Automation helps ensure adherence to regulatory requirements.

  • Automated Audits: Automates regular audits to identify compliance issues.
  • Real-Time Monitoring: Monitors compliance in real-time.
  • Alerts and Notifications: Sends alerts for potential compliance violations.

7.2. Integrating with Electronic Visit Verification (EVV)

EVV integration is essential for compliance with the 21st Century Cures Act.

  • Real-Time Visit Verification: Verifies visits in real-time.
  • Automated Data Capture: Automatically captures visit information.
  • Compliance Reporting: Generates reports for compliance verification.

7.3. Providing Regulatory Updates

Software providers offer updates on changing regulations.

  • Automatic Updates: Automatically updates regulations.
  • Notifications: Sends notifications about regulatory changes.
  • Training Resources: Provides training resources on compliance.

7.4. Maintaining Audit Trails

Audit trails provide a record of all billing activities.

  • Detailed Logs: Maintains detailed logs of all transactions.
  • User Tracking: Tracks user activity for accountability.
  • Compliance Reporting: Generates reports for compliance audits.

7.5. Ensuring HIPAA Compliance

HIPAA compliance is crucial for protecting patient information.

  • Data Encryption: Encrypts data to protect it from unauthorized access.
  • Access Controls: Implements access controls to restrict data access.
  • Privacy Policies: Provides privacy policies to ensure compliance.

8. What is the Role of EVV in Home Care Agency Billing?

Electronic Visit Verification (EVV) plays a vital role in home care agency billing by ensuring accurate and verifiable visit data.

  • Accurate Visit Tracking: Tracks caregiver visits accurately.
  • Reduced Fraud: Minimizes fraudulent billing practices.
  • Improved Compliance: Enhances compliance with regulatory requirements.
  • Faster Payments: Accelerates payment processing.
  • Better Data Management: Improves data management and reporting.

8.1. Ensuring Accurate Visit Tracking

EVV accurately tracks caregiver visits.

  • Real-Time Verification: Verifies visits in real-time.
  • Location Tracking: Tracks caregiver location during visits.
  • Automated Data Capture: Automatically captures visit details.

8.2. Reducing Fraud and Abuse

EVV minimizes fraudulent billing practices.

  • Fraud Prevention: Prevents fraudulent claims.
  • Audit Trails: Provides audit trails for verification.
  • Compliance Checks: Automates compliance checks.

8.3. Enhancing Compliance with Regulations

EVV enhances compliance with regulatory requirements.

  • 21st Century Cures Act: Ensures compliance with the 21st Century Cures Act.
  • State Regulations: Complies with state-specific regulations.
  • Compliance Reporting: Generates compliance reports.

8.4. Accelerating Payment Processing

EVV accelerates payment processing.

  • Faster Claims: Processes claims faster.
  • Reduced Denials: Reduces claim denials.
  • Improved Cash Flow: Improves cash flow management.

8.5. Improving Data Management and Reporting

EVV improves data management and reporting.

  • Accurate Data: Provides accurate data for reporting.
  • Real-Time Insights: Offers real-time insights into visit data.
  • Customizable Reports: Generates customizable reports.

9. How Can Training and Support Improve the Use of Home Care Agency Billing Software?

Proper training and support are essential for maximizing the benefits of billing software.

  • Enhanced User Adoption: Improves user adoption of the software.
  • Reduced Errors: Minimizes errors due to lack of knowledge.
  • Increased Efficiency: Boosts efficiency by ensuring users know how to use the software effectively.
  • Improved Satisfaction: Increases user satisfaction with the software.
  • Better ROI: Maximizes the return on investment in the software.

9.1. Enhancing User Adoption

Training and support enhance user adoption.

  • Comprehensive Training Programs: Offers comprehensive training programs.
  • User-Friendly Resources: Provides user-friendly resources.
  • Onboarding Support: Offers onboarding support for new users.

9.2. Reducing Errors and Improving Accuracy

Training reduces errors and improves accuracy.

  • Hands-On Training: Provides hands-on training.
  • Best Practices: Teaches best practices for billing.
  • Error Prevention: Focuses on error prevention techniques.

9.3. Increasing Efficiency and Productivity

Training increases efficiency and productivity.

  • Workflow Optimization: Optimizes billing workflows.
  • Time-Saving Tips: Offers time-saving tips and tricks.
  • Automation Techniques: Teaches automation techniques.

9.4. Improving User Satisfaction

Training improves user satisfaction.

  • Responsive Support: Provides responsive support.
  • Knowledge Base: Offers a comprehensive knowledge base.
  • User Feedback: Incorporates user feedback into training.

9.5. Maximizing ROI

Training maximizes ROI.

  • Reduced Costs: Reduces costs associated with errors.
  • Increased Revenue: Increases revenue through efficient billing.
  • Better Decision-Making: Supports better decision-making with accurate data.

The future of home care agency billing software includes several emerging trends:

  • Artificial Intelligence (AI): AI-powered automation for claims processing and error detection.
  • Machine Learning (ML): ML for predictive analytics and fraud prevention.
  • Blockchain Technology: Secure and transparent billing processes using blockchain.
  • Telehealth Integration: Integration with telehealth platforms for remote patient monitoring.
  • Enhanced Data Security: Advanced security measures for protecting sensitive data.

10.1. Artificial Intelligence (AI) Integration

AI enhances automation and efficiency.

  • Automated Claims Processing: Automates claims processing with AI.
  • Error Detection: Detects errors with AI-powered tools.
  • Predictive Analytics: Uses AI for predictive analytics.

10.2. Machine Learning (ML) Applications

ML improves predictive analytics and fraud prevention.

  • Fraud Detection: Detects fraudulent claims with ML algorithms.
  • Risk Assessment: Assesses risk with ML-powered tools.
  • Data Analysis: Analyzes data with ML techniques.

10.3. Blockchain Technology

Blockchain ensures secure and transparent processes.

  • Secure Transactions: Secures transactions with blockchain.
  • Transparent Records: Provides transparent records with blockchain.
  • Data Integrity: Ensures data integrity with blockchain.

10.4. Telehealth Integration

Telehealth integration supports remote patient monitoring.

  • Remote Monitoring: Integrates with telehealth for remote monitoring.
  • Data Synchronization: Synchronizes data with telehealth platforms.
  • Virtual Billing: Supports virtual billing processes.

10.5. Enhanced Data Security Measures

Advanced security measures protect sensitive data.

  • Advanced Encryption: Uses advanced encryption techniques.
  • Multi-Factor Authentication: Implements multi-factor authentication.
  • Real-Time Monitoring: Monitors data security in real-time.

Efficient home care agency billing software is essential for streamlined operations and accurate payments. At CAR-REMOTE-REPAIR.EDU.VN, we understand the importance of reliable financial management in the healthcare industry.

Ready to take your home care agency to the next level? Contact CAR-REMOTE-REPAIR.EDU.VN today to discover how our training and support services can help you optimize your billing processes and achieve greater success. Visit our website at CAR-REMOTE-REPAIR.EDU.VN or call us at +1 (641) 206-8880. Our address is 1700 W Irving Park Rd, Chicago, IL 60613, United States.

Frequently Asked Questions (FAQ)

Q1: What is home care agency billing software?
It is a specialized application designed to manage the financial aspects of running a home care business, including invoicing, payment tracking, and financial reporting.

Q2: Why is EVV integration important for billing software?
EVV integration ensures accurate tracking of caregiver visits, compliance with the 21st Century Cures Act, and reduces fraudulent billing practices.

Q3: What are the benefits of cloud-based billing software?
Cloud-based software offers accessibility from anywhere, scalability, cost-effectiveness, automatic updates, and robust data security.

Q4: How can billing software help with compliance?
It automates compliance checks, integrates with EVV systems, provides regulatory updates, maintains audit trails, and ensures HIPAA compliance.

Q5: What are the key features to look for in billing software?
Essential features include EVV integration, automated billing, claim management, compliance tracking, reporting, and integration capabilities.

Q6: How does billing software improve efficiency?
It reduces manual data entry, speeds up invoicing, improves accuracy, enhances compliance, and provides better financial management.

Q7: What are the future trends in billing software?
Future trends include AI integration, machine learning applications, blockchain technology, telehealth integration, and enhanced data security measures.

Q8: How can training and support improve the use of billing software?
Proper training enhances user adoption, reduces errors, increases efficiency, improves satisfaction, and maximizes ROI.

Q9: What is the role of telehealth integration in billing software?
Telehealth integration supports remote patient monitoring, data synchronization, and virtual billing processes.

Q10: How do I choose the right billing software for my agency?
Assess your agency’s needs, research options, check for integration, read reviews, and request a demo.

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