Where is our data stored and how is it protected?

In US data centers, encrypted in transit and at rest, with daily backups. Access on our side is limited to staff who need it for support, and logged.

Which caregiver credentials can it track?

Any document with an expiry date: registrations, background checks, training certificates, TB tests, driver’s licenses and insurance. California home care requirements are preconfigured; add your own for other states.

Can I export everything if we leave?

Yes. Client records, visits, notes and the audit log export in standard formats at any time.

Who can delete a record?

Nobody, in the usual sense. Records are archived rather than deleted, and the archive action is logged. Clients who leave are discharged with a date and reason.

Back office

Client information stays protected. Audits stay simple.

Client records, schedules and care notes are handled to HIPAA standards. Caregiver credentials are tracked so no one is assigned without them, every visit has an EVV record, and every change is in the audit log.

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Free for 30 days, then from $199/month. No per-caregiver surcharges.

Agency dashboard with documents waiting for review

2 caregivers need documents Expired Live Scan and HCA registration. They can’t be assigned until cleared.

Replaces A binder of credential copies Expiry dates on a calendar reminder Client files in a shared drive Reconstructing what happened from texts

How compliance stays current

Built into the day, not added at audit time.

1
Credentials gate the schedule

Each caregiver’s required documents and expiry dates live on their profile. A caregiver with something missing or expired can’t be put on a shift until it’s cleared.
2
Visits verify themselves

Every check-in and check-out stores time, location and signature. Override reasons are recorded when GPS can’t confirm.
3
Changes are logged

Who moved a visit, edited a time, viewed a record or approved a period, and when. The log is searchable and exportable.

Credential tracking

No expired credential ever makes it onto a shift.

Set the documents your state and agency require. Caregivers upload them from the app, the office reviews and verifies, and expiry reminders go out ahead of time. When something lapses, scheduling blocks the assignment and tells you why.

Required documents by state and shift type
Reminders before expiry, to the caregiver and the office
Assignments blocked until documents are cleared

How scheduling checks credentials →

A caregiver’s credentialing checklist, every document verified with its expiry date

Access

People see what their role needs, and no more.

Caregivers see their own clients and visits. Schedulers see the calendar and map. Only admins see payroll, billing and the audit log. Every login is tied to a person, so the record of who saw what is always complete.

Role-based access for caregivers, schedulers and admins
Caregivers limited to their assigned clients
Encrypted in transit and at rest

What caregivers see in the app →

Security settings: two-step sign-in, password rules and active sessions

Audit log and EVV

When the auditor asks, the answer is already there.

Every visit carries its EVV record. Every schedule change, time adjustment and approval carries who did it and when. Pull the records for a client, a caregiver or a date range and export them.