See the business together
Review hours, revenue, caregiver turnover, hiring and referral sources. Office filters help staff focus on the part of the agency they are responsible for.
Reporting & agency insights
Know your agency. Choose the next move.
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.
See it in a demoFor private-pay home care · Works with AI offheyhomecareAgency workspace
Reporting & agency insightsAgency reporting
- 01OperationsHours and visit reliability
- 02MoneyRevenue and outstanding balances
- 03PeopleHiring and turnover
- 04DeliverySaved report subscription
Filter by office and export the report you need.
Inside the workflow
The details that make the difference.
Connected to the people, visits and records your office already works with.
Build the report you need
Use the report builder and saved views to choose the information that matters. Export to Excel or CSV when your team needs to work with the data elsewhere.
Bring attention to the exceptions
Use watch indicators, saved-report subscriptions and the owner digest to surface issues worth reviewing. Optional AI can add questions in plain language when enabled.
How it comes together
A clear next step. At every stage.
- 1
Choose the question
Select the report and relevant office or period.
- 2
Review the context
Read the figures with the underlying operational records.
- 3
Share the result
Export or subscribe to the report your team needs.
Built around your agency
See your workflow, connected.
Walk through reporting & agency insights with our team. We’ll show how it fits your agency’s people, process and business rules.