Every part of care.
Working together.
A home care CRM for the work your agency does every day. Add agentic capabilities when you’re ready, with your business rules and your team in control.
Explore 25 featuresFind the tools your team needs
Scheduling
Plan recurring home care visits, see caregiver availability, and handle changes in the same workspace. Keep the client’s needs and the caregiver’s week in view as you assign care.
Explore featureCare operationsClient management
Bring contacts, care preferences, agreements, forms and visit history into a client record your whole office can work from. Pick up the next conversation with the right details in front of you.
Explore featureCaregivers & relationshipsCaregiver management
See each caregiver’s availability, assigned visits, preferences and credentials together. Give schedulers the context to build a workable week and give caregivers a direct connection to the office.
Explore featureCaregivers & relationshipsCaregiver app
Give caregivers one place to see visits, clock in and out, complete visit work and reach the office. The caregiver experience connects directly to the records your coordinators use.
Explore featureCare operationsCare plans & documentation
Keep non-medical care plans, daily living needs, risks and visit documentation connected to the client. Help the office and assigned caregivers work from the same care context.
Explore featureCare operationsForms & assessments
Build assessments, service agreements, incident reports and visit checklists around your agency’s process. Collect responses from the office, caregivers or families without losing the client context.
Explore featureCare operationsVisit verification & time tracking
Connect caregiver clock-ins and clock-outs to the scheduled visit. Review exceptions before they affect invoicing or payroll, with the original attendance record kept alongside corrections.
Explore featureAgency managementBilling & invoicing
Create invoices from verified visits using your agency’s rates. Keep payer arrangements, payment collection and outstanding balances connected to the client’s care record.
Explore featureAgency managementLong-term-care insurance packets
Manage long-term-care insurance as a documentation workflow. Keep payer arrangements, coverage limits and claim packet preparation beside the visits and invoices they relate to.
Explore featureAgency managementPayroll review & exports
Bring approved time and pay rates into a payroll register your office can review. Export approved payroll to your provider, with a clear separation between preparation and payroll processing.
Explore featureCaregivers & relationshipsFamily access
Give authorized families a signed link to the information and actions they need. Connect schedules, shared care details, invoices and questions to the same workspace your office uses.
Explore featureCaregivers & relationshipsHiring & credentials
Keep hiring, caregiver documents and credential follow-ups in the agency’s system. Help the office see the next step before a missing document turns into a scheduling problem.
Explore featureCaregivers & relationshipsIntake & referral management
Track prospective clients from the first conversation through follow-up. Keep referral partners, response targets and the handoff to client care visible to the people responsible for growing your agency.
Explore featureCaregivers & relationshipsTeam & family messaging
Keep caregiver and family communication connected to the agency’s records. The office works from one inbox, with relevant tasks and call context close to the conversation.
Explore featureCaregivers & relationshipsTasks & office follow-ups
Turn an open question into a task connected to the right caregiver, client or visit. Give your office a shared record of what needs attention and what has been completed.
Explore featureAgency managementReporting & agency insights
Review operations, money and people by office. Build reports around the questions your team asks, with export options and subscriptions that make the information easier to use.
Explore featureAgency managementBusiness rules & automations
Set what happens when a caregiver calls off, a visit needs review or a form needs attention. Your conditions, notifications and approvals guide the work, with or without the AI layer.
Explore featureAgency managementMulti-office operations
Run multiple offices with shared agency records and clear boundaries. Keep scheduling, on-call responsibilities, tasks and reporting tied to the office handling the work.
Explore featureAgency managementData import & portability
Bring your agency’s records into HeyHomeCare with an intentional transition. Review imported data and compare schedules before switching, with exports available when you need your data elsewhere.
Explore featureAgentic capabilitiesAI phone & text agent
Let an optional AI agent answer the agency’s phone and texts, collect the facts and start the appropriate workflow. Keep your business rules and the people responsible for care in control.
Explore featureAgentic capabilitiesCall-off coverage
Collect a caregiver’s call-off and start the coverage process your agency has chosen. Keep eligibility, client preferences and on-call approvals connected from the first conversation to the final record.
Explore featureAgentic capabilitiesMissed clock-in follow-ups
Respond to a missed clock-in without assuming care was missed. Start with the caregiver, gather an explanation and follow the agency’s configured sequence for the client, family and on-call team.
Explore featureAgentic capabilitiesAI inquiry intake
Capture a prospective client’s details when the office is closed. The optional agent gathers the information first, then follows the agency’s handoff rules so a dropped call does not erase the inquiry.
Explore featureAgentic capabilitiesLive call oversight & handoffs
Keep the office involved in live conversations. Authorized staff can watch, listen or take over a call, while configured handoffs reach the people responsible for decisions that need human attention.
Explore featureAgentic capabilitiesAI-assisted review & insights
Use optional AI to help review care notes, summarize calls, prepare client context and ask questions about agency reports. Give the team a starting point for review while keeping the source records available.
Explore featureA connected agency, on your terms.
See the CRM with AI off, explore the optional agentic workflows, or talk through after-hours support for the system you already use.