Organize the locations
Define the agency’s offices and service areas. Keep clients and caregivers associated with the right office so teams can work from the relevant records.
Multi-office operations
One agency. Clear office responsibilities.
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.
See it in a demoFor private-pay home care · Works with AI offheyhomecareAgency workspace
Multi-office operationsOffice operations
- 01North officeAssigned team
- 02South officeAssigned team
- 03On-callConfigured by agency
- 04ReportsFilter by office
Office access applies to records and actions.
Inside the workflow
The details that make the difference.
Connected to the people, visits and records your office already works with.
Reach the right team
Use office-aware notifications and escalation settings. When the AI needs a person, the configured on-call arrangements guide who should hear.
See local and agency-wide work
Use office filters in operations and reporting while maintaining role-based access. Staff can focus on their location and authorized leaders can review the wider agency.
How it comes together
A clear next step. At every stage.
- 1
Set up offices
Define locations, service areas and responsibilities.
- 2
Assign access
Give staff the roles and office access they need.
- 3
Run and review
Work local queues and compare authorized reports.
Built around your agency
See your workflow, connected.
Walk through multi-office operations with our team. We’ll show how it fits your agency’s people, process and business rules.