Angel Ops
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Features

Everything your office pays three vendors for, in one licensed system.

Scheduling, EVV, care management, HR, revenue cycle and compliance share one database — so a credential expiry actually stops a caregiver from being offered a shift.

Office coordinators reviewing the schedule together at a desk

Point-of-care documentation

  • ADL checklist with a required reason on every refusal
  • Vitals capture — BP, pulse, temperature, respiration, O₂, weight, blood sugar and pain
  • Wound care logging with stage, size, drainage and one-tap escalation
  • Photo attachments and a drawn client signature, both consent-gated and audited

AI care analytics

  • Every visit note read for falls, hospital mentions and medication changes as it is written
  • Out-of-range vitals flagged against adult reference ranges
  • A triage queue that ranks urgent, high and watch-level notes for the office
  • Reviewed-by and reviewed-at recorded on each clinical follow-up

Office task board

  • Shared to-dos linked to a client, caregiver, shift or claim
  • My tasks, overdue and completed views for every coordinator
  • Priority and category so nothing important sits behind busywork
  • Customizable command-center widgets — open visits, missed punches, EVV errors, authorization utilization

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
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