Free
Organize your follow-up.
Explore FreeStart with the essentials
- Tasks, checklists and assignments
- Comments, deadlines and work history
- Basic export and supporting attachments
- 3 office creators · 25 open items
Workforce
Keep people and authorizations current.
Explore WorkforceEverything in Free, plus
- Caregiver credentials and expiry review
- Authorization dates, units and renewals
- Affected assignments and recurring follow-up
- File imports and 1 qualified source account
Operations
Resolve issues across your visits.
Explore OperationsEverything in Workforce, plus
- Visit, EVV and documentation review
- Scheduling and coverage exceptions
- Correction follow-up and visit recalculation
- AI explanations and editable follow-up drafts
Complete
Bring billing and evidence together.
Explore CompleteEverything in Operations, plus
- Pre-billing runs and clear hold reasons
- Human billing-review decisions
- Claim and remittance observations
- New billing and audit evidence packets
Enterprise
Custom pricingComplete workflows, with capacity and rollout requirements reviewed for your organization.
Talk to usChoose by workflow. Paid plans include your office team without per-seat, client or caregiver charges.
Compare plans
Find the coverage your day-to-day work needs.
| Core workspace | Free | Workforce | Operations | Complete |
|---|---|---|---|---|
| Shared tasks, deadlines and checklists | Included | Included | Included | Included |
| Comments, history and basic export | Included | Included | Included | Included |
| Role-based access and MFA | Included | Included | Included | Included |
| Workforce | Free | Workforce | Operations | Complete |
|---|---|---|---|---|
| Caregiver and authorization review | Manual deadlines | Included | Included | Included |
| Affected assignment context | Not included | Included | Included | Included |
| CSV / XLSX imports | Not included | Included | Included | Included |
| Operations | Free | Workforce | Operations | Complete |
|---|---|---|---|---|
| Scheduling and coverage exceptions | Not included | Not included | Included | Included |
| Visit records, EVV and documentation | Not included | Not included | Included | Included |
| Correction follow-up and recalculation | Not included | Not included | Included | Included |
| AI explanations and editable drafts | Not included | Not included | Included allowance | Larger allowance |
| Billing & evidence | Free | Workforce | Operations | Complete |
|---|---|---|---|---|
| Pre-billing and human billing decisions | Not included | Not included | Not included | Included |
| Claim and remittance observations | Not included | Not included | Not included | Where source data supports it |
| New billing and audit packets | Not included | Not included | Not included | Included |
| Reporting | Manual work | People and authorizations | People and visits | Across workflows and billing |
| Included capacity | Free | Workforce | Operations | Complete |
|---|---|---|---|---|
| Agency scope | 1 agency · 1 branch | 1 agency · permitted branches | 1 agency · permitted branches | 1 agency · permitted branches |
| Office creators | 3 | No per-seat cap | No per-seat cap | No per-seat cap |
| Open manual items | 25 | No plan limit | No plan limit | No plan limit |
| Source-record versions / month | 0 | 10,000 | 50,000 | 100,000 |
| Evidence storage | 1 GB | 10 GB | 50 GB | 100 GB |
| AI actions / month | 0 | 0 | 500 | 1,500 |
| Qualified source accounts | 0 | 1 | 3 | 5 |
How usage and connections are counted
Processing counts accepted new or materially changed source-record versions. Exact duplicates, retries and internal recalculation do not count again. A creator is an office team member who can create new work. One source account means one qualified external vendor account; file imports do not use a connection slot.
AI explains evidence and drafts follow-up for your team to review. Your agency software remains the system of record. Connection coverage depends on your systems and configuration.
Review connection coverageMonthly prices are in USD for one agency workspace. Confirm connection coverage, capacity and service terms with our team before getting started.