The all-in-one home care operating system: schedule, document, verify, bill, and retain caregivers — at scale.
Bring operations, caregiver execution, family/patient visibility, HR compliance, and billing into a single suite—with role-based portals, audit-grade logs, and EVV workflows that stand up to Medicaid rules.
Trusted by agencies that need reliability, visibility, and compliance
Built for multi-branch operations and role-based access across teams.
Compliance gaps and revenue leakage add up fast.
The cost of non-compliance is not hypothetical—it's measurable and well-documented.
$10.22M
Average cost of a data breach in the U.S.
Source: IBM / Ponemon Institute
$2.19M+
Potential HIPAA civil monetary penalty (inflation-adjusted, per tier)
Source: HHS / OCR
15.7%
Medicare Advantage initial claim denial rate
Source: American Hospital Association
6 Elements
EVV must verify: service type, individual, date, location, caregiver, start/end time
Source: 21st Century Cures Act
Our suite is designed to reduce risk and rework by making compliance the default, and by preventing billing and payroll from drifting away from what actually happened in the field.
One platform. Multiple portals. One source of truth.
Your team works in one unified system with role-based navigation. Caregivers get a mobile-first execution experience, while supervisors and billing teams get real-time operational control—without jumping between tools.
Solutions by Role
Nine purpose-built portals—each optimized for the people who use them.
Admin Portal
4- Agency/branch setup, service catalog, payer rules
- Security & access controls, audit logs, retention & legal hold
- Compliance configurations (EVV rules, documentation requirements)
- Integrations management + system health
Click to expand ↓
Supervisor Portal
5- Scheduling/dispatch, coverage gaps, shift offers/swaps
- EVV exceptions queue + attestation workflows
- Documentation QA queue (missing/late/incomplete notes)
- Incident management + corrective actions
- Client caseload dashboards + risk flags
Click to expand ↓
Caregiver Portal (Web)
5- Schedule, visit details, instructions
- Documentation completion + attachments (policy-controlled)
- Time/mileage review + approvals
- Training assignments + acknowledgments
- Secure messaging
Click to expand ↓
Caregiver Mobile App
4- EVV clock-in/out, location capture, offline mode
- Task checklist, visit notes, signature capture
- Secure messaging, shift offers, alerts
- Background sync + conflict-safe updates
Click to expand ↓
Patient Portal
3- Care plan visibility (policy-controlled)
- Visit summaries, messages, requests/complaints
- Consents and document access/upload
Click to expand ↓
Family Portal
3- Visit schedule + caregiver visibility (policy-controlled)
- Updates, messaging, approvals (if enabled)
- Invoices and payments (if private-pay enabled)
Click to expand ↓
Billing Portal
4- Authorizations + utilization burn-down
- Claims/invoicing workflows + attachments
- EVV-to-claim validation gate (block noncompliant billing)
- Denials/AR tracking + remittance import (if integrated)
Click to expand ↓
HR / Recruiting Portal
4- Applicant pipeline + onboarding checklists
- Credential tracking + renewals/expirations
- Background check tracking + rescreen intervals
- Training/LMS assignments + certificates
Click to expand ↓
Referral Partner Portal
3- Referral submission wizard + document exchange
- Status tracking + messaging with intake
- eFax/OCR intake support (optional)
Click to expand ↓
Be survey-ready and audit-ready—every day.
Compliance isn't a checkbox—it's embedded across every workflow, from intake to billing.
HIPAA-aligned privacy & security
Role-based access, immutable audit trails, secure sessions/devices, encryption patterns.
EVV compliance workflows
Built around the required EVV verification elements and exception handling.
OASIS readiness (where applicable)
CMS home health quality reporting requirements, submission tracking, and audit logs.
Audit packet generation
One-click packets by client/caregiver/payer/date range: EVV proof, notes, authorizations, incident logs, signatures.
We use “HIPAA-aligned” to describe our security posture. We recommend independent assessment for formal compliance certification.
What happens in the home is captured correctly—without burdening staff.
From clock-in to approval, every visit event is tracked, verified, and logged—ready for billing and audit.
Visit Timeline — Proof of Service
8:00 AM
Scheduled visit start
8:04 AM
EVV clock-in (GPS verified)
9:28 AM
Task checklist completed
9:30 AM
Visit notes submitted
9:32 AM
EVV clock-out (GPS verified)
9:35 AM
Supervisor auto-approved
Exception Workflows
- GPS mismatch — supervisor review triggered
- Late clock-in/out — attestation required
- Missed visit — escalation + documentation
Supervisor review & approval: fast, consistent, logged.
Outcomes
- Fewer missed/late visits
- Less back-and-forth for corrections
- Cleaner downstream billing and payroll
Billing Pipeline
Illustrative pipeline conversion — actual results vary by agency.
Turn documented care into clean claims—faster.
Claims are gated by EVV + documentation rules to reduce preventable denials. Denials are a real, material problem in the industry—your workflow must anticipate them.
- Authorization burn-down + proactive alerts
- EVV/doc consistency checks before billing
- Attachments + resubmissions + denial analytics
- Private-pay invoicing + online payments (optional)
Hire faster. Stay compliant. Reduce turnover pressure.
From first application to credential renewal, manage every step of the caregiver lifecycle.
Recruiting Pipeline
Recruiting pipeline + onboarding checklist templates to get caregivers field-ready fast.
Credential Expirations
Dashboard with 30/60/90-day views. Automated alerts for upcoming renewals and expirations.
Training & Compliance
Training plans + policy acknowledgments + evidence storage for every caregiver.
Integrate where it matters—without compromising data quality.
Connect to the systems your agency already relies on, with structured data mapping and validation at every boundary.
Clearinghouse / EDI (837/835)
Submit claims and process remittances through standard EDI pipelines.
EVV State Aggregators
Connect to state EVV aggregator systems or vendor interfaces as required.
eFax + OCR + Secure Document Intake
Receive referrals and documents via eFax with optional OCR extraction.
EHR / Clinical Document Export
Export clinical documentation to external EHR systems when needed.
Accounting Exports
Map and export financial data to QuickBooks, NetSuite, or similar systems.
Operational control and audit-ready reporting.
Real-time dashboards for every stakeholder—from field supervisors to the C-suite.
- EVV compliance rates and exceptions
- Late documentation tracking
- Expiring credentials and renewals
- Fill rate and coverage gaps
- Overtime risk and scheduling efficiency
- Travel time and mileage analytics
- Incidents and complaint trends
- Client satisfaction tracking
- Corrective action follow-through
- GPS anomalies and location mismatches
- Impossible travel pattern detection
- Clock-in/out irregularity monitoring
Fast rollout, structured onboarding, and real support.
You'll never be left guessing. Our implementation process is repeatable, documented, and designed for agencies of all sizes.
Guided Setup
Branches, services, roles, templates—configured with your team.
Data Import
Clients, caregivers, schedules—imported and validated.
Team Training
Role-specific training for admins, supervisors, and field staff.
Go Live & Support
Dedicated success plan, SLA-backed support, and tiered service hours.
Start with a 30-day free trial. Scale when you're ready.
No credit card required. Full access to the platform with guided onboarding.
30-Day Free Trial
$0
for 30 days • no credit card
Trial includes
- Full platform access (role-based)
- Core templates + demo data
- Guided onboarding checklist
- Weekly check-in (optional)
Need custom pricing for enterprise or multi-branch? Talk to us.
Tell us what you need—we'll tailor the rollout.
Fill out the form below and our team will follow up with a personalized plan.
Frequently Asked Questions
Quick answers to the most common questions we hear from agency operators.