Self-service tools for clients, families, and case managers. Easy booking, live visit tracking, and complete visibility into every visit and every dollar.
Request, reschedule, or cancel visits without calls or emails. 24/7 access to visit history, upcoming appointments, and field team information.
Unique permissions for Payers/Case Managers (billing/approvals), Requesters (staff or family), and Clients (service recipients). Control access at every level.
Submit new visit requests with all required details. Track request status, view assigned technicians or technicians, and manage upcoming appointments.
See when a technician or technician is en route, on-site, and completed — with ETAs and check-in status, so customers and homeowners always know what to expect.
Securely upload and share files with your agency and field team — service plans, authorizations, insurance cards, and more. Multiple family members can contribute to a single request.
Access detailed reports on visit utilization, spending, and provider performance. Export data for internal analysis, case management, and budgeting.
Encryption and NIST cybersecurity best practices safeguard PII and proprietary information. Regular backups to confidential servers.
Receive visit confirmations, reminders, and status updates via email or SMS. Stay informed throughout the appointment lifecycle.
View invoices, track spending, and manage payment methods. Payers and case managers can approve charges and access financial history.
Set preferred technicians or technicians, communication settings, and visit preferences. Customize the experience for faster, more consistent service.
Complete history of every visit with notes, tasks completed, and outcomes. Maintain records for compliance, job coordination, and audits.
Dashboard, dispatch board, credential manager, GPS check-in/out, and billing tools.
View FeaturesMobile app, availability, GPS check-in/out check-in, and earnings tracking for technicians and technicians.
View FeaturesYou're viewing client-side features for clients, families, and case managers.
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