A complete client record
Keep contact details, important documents, care plans and service agreements together. The record connects the office’s daily work to the person receiving care.
Client management
Know the person. Keep the context.
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.
See it in a demoFor private-pay home care · Works with AI offheyhomecareClient workspace
ClientRobert J.Private-pay home care
- Primary contact
- Family first
- Preferred caregiver
- Jasmine R.
- Service agreement
- Signed
- Next visit
- Monday · 9 AM
Preferred caregiverJasmine R.
Contact preferences stay with the client.
Inside the workflow
The details that make the difference.
Connected to the people, visits and records your office already works with.
Contact the right person
Set whether the agency contacts the client or an authorized family member first. Respect staff-only contact rules and texting consent when communicating about visits.
Plan for changes in care
Record hospital stays, care risks and caregiver preferences. Keep the schedule and coverage decisions connected to the client’s current circumstances.
How it comes together
A clear next step. At every stage.
- 1
Create the record
Add the client and the people authorized to speak for them.
- 2
Capture preferences
Set care, communication and caregiver preferences.
- 3
Keep it connected
Review visits, forms and billing from the same client context.
Built around your agency
See your workflow, connected.
Walk through client management with our team. We’ll show how it fits your agency’s people, process and business rules.