Scheduling & coverage
- Weekly master schedule grid by caregiver and by client
- Ranked match scoring on every open shift
- Automated offer waves by push, SMS and call
- Availability, time-off requests and overtime guardrails
Visit verification (EVV)
- GPS, telephony and in-app check-in / check-out
- Exception queues for late, short and missed visits
- Aggregator sync for Sandata, HHAeXchange and state portals
- State-format compliance exports
Care management
- Client profiles with match criteria, ADLs and clinical panels
- Care plan tasks verified at the point of care
- Medication events and incident reporting
- Assessments and reassessment scheduling
Forms & consents
- E-signature capture on assessments and consents
- Reusable form templates per office
- Consent register with expiry tracking
- Signed submissions stored against the client record
Workforce & HR
- Caregiver profiles with skills, demographics and emergency contacts
- Certifications matrix with 45-day expiry alerts
- Training records, references and employment history
- Applicant intake through to active roster
Revenue cycle
- Authorizations, rate cards and payer setup
- Invoices, payments and aging dashboards
- 837P claim batches and 835 remittance reconciliation
- Denial workflows and payroll batches
Family & communications
- Scheduled announcements with reusable templates
- Family portal invites you can grant or revoke
- Notification preferences per contact
- Communication audit and change history exports
Compliance & security
- HIPAA audit log on every PHI read and write
- Minimum-necessary role-based access with a permissions tester
- Role-change approval workflow with two-person sign-off
- Data-protection dashboard and downloadable evidence packs
Intake & CRM
- Inquiry pipeline with referral source tracking
- Applicant and client conversion in one flow
- Import wizard for clients, caregivers and schedules
- Franchise onboarding with role templates and branding
Reporting
- Coverage rate, fill time and margin by office
- Network roll-up for multi-office owners and corporate
- Saved reports and one-click CSV / PDF exports
- Audit filters for role, denied access and resource type