Plan visits, record care and bill hours from one client file.

In-home care providers support older adults, people with disabilities and people recovering from illness in their own homes. The work is spread across many addresses and many shifts, and the paperwork has to travel with the caregiver from one door to the next.

Care management software gives each client a plan and a visit history. Coordinators fill the roster from it. Caregivers open the plan on a phone, check in and record tasks. Finance pays and bills from the same verified hours.

A referral arrives from a family, a hospital or a funder, and an assessor visits to record needs, risks and the hours wanted. A care plan lists the tasks for each visit, and an agreement sets the times, the rate and who pays. Coordinators then match a caregiver by skills, language, distance and availability, and the roster is published to each caregiver’s phone. Changes and absences are handled daily.

At the home, the caregiver checks in, follows the plan, records tasks done and checks out. Concerns are flagged to the coordinator. Hours verified at check-out go to pay and to invoicing. Credentials such as certificates and background checks are watched for expiry, and plans come up for review on a set date. Incidents are logged. The office can show who was told.