Free
Organize your follow-up.
Start with the essentials
- Tasks, checklists and assignments
- Comments, deadlines and work history
- 3 office creators · 25 open items
See what needs attention. Bring the records, the responsible person, and the next step together.
Authorizations. People. Visits. One connected review.The current authorization ends September 16. Eight scheduled visits fall after that date and need a coverage review.
Evidence stays visible.
Responsibility stays clear.
Decisions stay with people.
AI organizes context and suggests follow-up. Your team reviews the evidence and makes the decision.
Shared workspaceEvidence, ownership, follow-up and work history stay connected as responsibility moves between teams.
IntegrationsBring relevant agency, workforce, visit and billing records into the review. Coverage depends on your setup.
Agency controlOrganize responsibility by agency, branch and role. Review controls and requirements before setup.
Before, during, and after care, your team needs the context to make the next decision.
Connect authorization dates to upcoming visits, so your team can review the renewal with the right context.
Explore this workflowReview the renewal before the affected visits.
Bring caregiver requirements and affected assignments together. Give credential follow-up a clear owner.
Explore this workflowReview the updated credential and assignment readiness.
See missing notes and documentation alongside the visit. Keep correction follow-up visible for the next reviewer.
Explore this workflowRequest the missing note, then confirm the source record.
Choose the work you want to bring together.
Organize your follow-up.
Start with the essentials
Keep people and authorizations current.
Everything in Free, plus
Resolve issues across your visits.
Everything in Workforce, plus
Bring billing and evidence together.
Everything in Operations, plus
Complete workflows, with capacity and rollout requirements reviewed together.
Let’s talk Custom pricingPaid plans include your office team without per-seat, client or caregiver charges. View capacities and allowances
Walk through authorizations, visit records and follow-up with us.
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