Private home-care agency platform
Homecare Command Center
Manage care with clarity, dignity, accountability, and compassion.
Command Center
One starting point for the home-care office, care team, clients, and family portal activity.
Daily Office Workflow
Fast Actions
Clients and Care Circles
Client profiles, family contacts, emergency contacts, payors, physicians, and portal permissions.
Client Record Areas
- Client demographics and preferred name
- Family and responsible party contacts
- Emergency contacts and preferred hospital
- Physician, pharmacy, allergies, and medication list notes
- Payor, authorization, and billing notes
Quick Intake Note
Scheduling and Visits
Office-managed care visits, client appointment requests, family visibility, and visit status.
Scheduling Should Track
Quick Schedule Draft
Care Plans and Tasks
Service plans, ADL support, safety notes, task checklists, care goals, and visit instructions.
Care Plan Categories
- Personal care and ADL support
- Companionship, meal prep, errands, and light housekeeping
- Fall risk, mobility support, transfer reminders, and safety notes
- Medication reminder instructions, allergies, and pharmacy notes
- Family preferences, routines, faith preferences, and dignity notes
Quick Care Task
Caregiver Workforce
Caregiver profiles, staff access, training, availability, assignments, and office permissions.
Staff Roles
- Agency administrator
- Clinical administrator
- Scheduler
- Intake and referral coordinator
- Billing specialist
- Privacy and security officer
- Read-only auditor
Workforce Next Build
The next full module should include caregiver onboarding, availability, credentials, training due dates, assignment history, and mobile visit notes.
Review HIPAA ConfigurationBilling and Subscriptions
Square subscriptions, payment verification, client invoices, private-pay notes, and account status.
Billing Tools
- Square subscription payment link: $24.99 per month
- Webhook events for active, unmatched, rejected, and failed subscription activity
- Client invoice links shared through the private portal
- Audit review for subscription and user changes
Payment Links
Documents and Electronic Forms
Invoices, intake forms, service agreements, consent forms, authorizations, and document links.
Forms You Can Add
- Client intake packet
- Service agreement
- Consent to communicate with family
- Emergency contact form
- Medication list form
- Care plan acknowledgement
- Invoice or payment statement
Private Portal
Clients and family members open shared document links from the private portal. Use Google Drive links only when access permissions are set correctly.
Open Client DocumentsMessages and Requests
Client questions, family updates, staff notes, service requests, and office follow-up.
Send a Screen Draft
Operational Routing
- Client/family portal messages go to the admin dashboard.
- Care requests should be reviewed by staff, not handled as emergencies.
- Email alerts should notify staff without including sensitive details.
- Urgent medical or safety concerns should use 911 or agency phone support.
Reports and Compliance
Audit activity, backup checks, uptime monitoring, HIPAA configuration evidence, and launch readiness.
Compliance Review Areas
- Staff sign-ins and failed login review
- User creation and role changes
- Submission, message, document, and vault activity
- Square webhook and subscription events
- Backup and off-site backup evidence
- HIPAA configuration evidence links