The Problem
Compliance deadlines slipping through the cracks
Billing denials eating into your revenue
Caregivers with expired credentials still on the schedule
Referrals getting lost with no follow-up system
No clear picture of your agency's financial health
Spending hours in spreadsheets instead of growing your business
The Solution
Compliance calendar with automated deadline tracking
Billing dashboard with denial management workflow
Caregiver credential tracker with expiration alerts
Referral pipeline from first contact to start of care
CEO dashboard with real-time agency KPIs
30+ templates so you never start from scratch
What's Inside
Each module is purpose-built for Medicaid home care — not generic business software adapted for healthcare.
Real-time KPIs, daily priorities, and agency-wide alerts in one view. Know your numbers before your first cup of coffee.
Track every referral from first contact to start of care. Never lose a client in the pipeline again.
Monitor every document, credential, and training requirement for each caregiver. Stay audit-ready 365 days a year.
Track visits, flag EVV exceptions, and manage missed visit workflows — all in one place.
Never miss a compliance deadline. Built-in calendar, audit tracker, and corrective action plan builder.
Track claims, manage denials, and monitor your revenue cycle from submission to payment.
Manage your referral pipeline, track source performance, and build the relationships that grow your census.
30+ ready-to-use templates: intake packets, caregiver onboarding forms, compliance checklists, and more.
One-click executive summaries for compliance, billing health, intake pipeline, and caregiver onboarding.
Everything Included
CEO Dashboard with live KPI tracking
Client intake pipeline (Kanban + table view)
Caregiver onboarding compliance tracker
Scheduling & EVV exception log
Service delivery & care plan tracker
Compliance calendar & audit tracker
Billing & claims management center
Referral pipeline & source analytics
CEO daily workflow & SOP library
Monthly snapshot reports (4 types)
30+ reusable templates & checklists
Customizable agency profile & settings
Editable waiver programs & MCO labels
Buyer onboarding checklist (30-day setup guide)
Lifetime access — no monthly fees
Agency Owners Love It
"I used to run my agency out of spreadsheets and sticky notes. This system changed everything. I finally feel like a real CEO."
Monique T.
CEO, Graceful Touch Home Care — Atlanta, GA
"The compliance tracker alone is worth 10x the price. I passed my MCO audit with zero findings for the first time ever."
Darnell W.
Owner, Premier Home Health Services — Memphis, TN
"My billing denials dropped by 40% in 60 days because I finally had a system to catch issues before submission."
Latoya R.
Administrator, Sunrise Care Agency — Charlotte, NC
Is this specific to one state?
No. The system comes pre-loaded with Georgia Medicaid programs as a demo, but you can customize every waiver name, MCO, and program label in the Agency Settings to match your state.
Do I need any technical skills to use this?
None. This is a web-based app that works in any browser. No installation, no IT support needed. The built-in 'How to Use' guide walks you through everything.
Can I use this for multiple agencies?
The standard license covers one agency. Contact us for multi-agency licensing.
Is my data saved?
Yes. All your agency settings, customizations, and checklist progress are saved automatically in your browser. For cloud sync across devices, the Pro version includes full cloud storage.
What if I need help setting it up?
The built-in 30-day onboarding checklist guides you through every step. We also offer optional 1-on-1 setup calls for agency owners who want hands-on support.