Today's caregiver schedule
Routing engine respects certification match, hours-of-service, patient time-windows, and minimizes drive time. Open slots auto-fill with the best-fit caregiver in under 2 seconds.
RN required
PCA or HHA
Bilingual pref
PCA
OT required
EVV check-in flow
The Electronic Visit Verification screen the caregiver sees on the phone at the patient's location. GPS-locked + task completion + biometric confirm. Auto-syncs to state EVV aggregator.
Why every state inspector loves this view
EVV failures are how agencies lose Medicaid certification. The phone screen above produces a verified audit record per visit: who was there, when they arrived, when they left, what tasks were performed, GPS-locked location. Auto-syncs to your state's EVV aggregator (Sandata, HHAeXchange, Tellus, or state-specific) in the format they require. No double entry.
Care plans
One source of truth per patient. Care plan tasks, visit history with observations, family contact, RN supervisory notes. Updates from any caregiver, RN, or physician order propagate immediately.
Care plan · 5 visits/week · approved by RN Thompson 2026-05-22
Recent visits
Family contact
Family view + secure messaging
What family members see on their phone. Sanitized post-visit summary, HIPAA-compliant message thread. Configurable per patient: opt-in cadence, what details to share, who gets which alerts.
Sofia's view · daughter of Eleanor R.
Daily post-visit summary, delivered to her phone within 15 min of the caregiver checking out.
Message thread · Sofia ↔ Agency
HIPAA-compliant. Caregivers, RN supervisor, and family on one thread per patient.
License + cert + background tracker
Every caregiver's CPR, TB, background check, state license, and required training tracked. Auto-alerts before expiry. Schedule blocks any caregiver with a lapsed credential before they can be assigned a visit.
Visit-to-billing batch
Verified EVV visits become billable units. State-specific claim formats. Denial tracking with reason codes. Private-pay invoices auto-generated with hour breakdowns. No double entry.
Intake
Hospital discharge planners, physicians, and family referrals enter the pipeline. The cockpit tracks every referral through pre-screen, intake visit, and admission. The agency's growth engine — usually run in a spreadsheet or a string of voicemails.
Top referral sources · 30d
Discharge planner: Lisa Park14
Westover Hills office9
DC planner: Maria Lopez7
Direct call + website form6
North Central4
Needs your attention
Caregiver app
The 80% of the cockpit that lives on the caregiver's phone. Today's visits, in-app messaging with the office, time-off requests, pay stubs, license expiry alerts. Caregiver retention is the #1 problem in home health and software that respects their day is the cheapest fix.
Why the caregiver experience matters
Home health turnover runs 60% annually. Every replacement costs ~$2,500 in recruiting + training. Software that respects the caregiver's day is the cheapest retention lever available — cheaper than raises. The features below are the ones caregivers tell us actually move the needle.
Built into the caregiver app
Engine note · cross-vertical
This same caregiver-on-the-phone pattern powers the HVAC tech app, plumbing tech app, pool tech app, pet sitter app, landscape crew app — every field service vertical in the catalog. Different industry vocabulary, same architecture: schedule + GPS verify + message + pay + license expiry. Build it once, ship it to 10+ products.
Quality + outcomes
CMS Star Rating drives Medicare Advantage referrals. HHCAHPS satisfaction shows up on Care Compare. ACH (Acute Care Hospitalization) is the #1 outcome that referral sources track. This is the dashboard the agency owner watches when not putting out today's fires.