Powerful features for modern care agencies
Everything you need to manage clients, caregivers, scheduling, documentation, and billing in one platform.
Client Management
Comprehensive client profiles with everything you need in one place.
- Complete client profiles with medical history
- Emergency contacts and family information
- Customizable care plans and goals
- Document uploads and digital signatures
- Notes and communication history
- Client status tracking and alerts
Smart Scheduling
AI-powered scheduling that saves hours every week and reduces errors.
- Drag-and-drop calendar interface
- Automatic caregiver-client matching
- Conflict detection and resolution
- Recurring appointment templates
- Real-time availability tracking
- Mobile schedule access for caregivers
Documentation
Generate professional documents in seconds with customizable templates.
- Quote and proposal generator
- Contract and agreement templates
- Care plan documentation
- Digital signature collection
- PDF export and email delivery
- Version history and audit trail
Caregiver Management
Manage your care team with powerful workforce tools.
- Caregiver profiles and credentials
- Certification tracking and expiry alerts
- Skill-based assignment matching
- Availability and time-off management
- Performance tracking and reviews
- Document storage and verification
Billing & Invoicing
Streamline your billing process and get paid faster.
- Automated invoice generation
- Multiple payment methods
- Recurring billing setup
- Payment tracking and reminders
- Financial reporting and analytics
- Integration with accounting software
Communications
Stay connected with clients, families, and caregivers.
- Automated email notifications
- SMS reminders and alerts
- Family portal access
- Care update notifications
- In-app messaging
- Communication history tracking
Analytics & Reports
Make data-driven decisions with powerful insights.
- Real-time dashboard metrics
- Revenue and growth tracking
- Caregiver utilization reports
- Client satisfaction metrics
- Custom report builder
- Export to Excel and PDF
Security & Compliance
Enterprise-grade security with full HIPAA compliance.
- HIPAA-compliant data storage
- End-to-end encryption
- Role-based access control
- Comprehensive audit logging
- Two-factor authentication
- Regular security audits
Mobile Access
Access your CRM from anywhere, on any device.
- Responsive web application
- Mobile-friendly interface
- Offline mode support
- Push notifications
- GPS clock-in/clock-out
- Mobile document signing