# Home Care ## Home Care Agency Management No more jumping between systems and screens. All the tools needed in one place A robust software solution is essential for efficiently running a modern home care agency. It must integrate administrative, clinical, and financial functions to ensure high-quality care delivery, compliance, and streamlined operations. ### 1. Client and Patient Management (CRM) This set of functionality in the Fieldworker focuses on managing all aspects of client intake, care planning, and ongoing relationship management. This functionality is delivered with a combination of various applications using the Fieldworker platform.


Feature	Description
Client Intake & Profile	Comprehensive profile management including demographics, emergency contacts, physician details, preferences, and funding source.
Care Plan Management	Creation, storage, and revision of personalized care plans. Should support integration with clinical assessments.
Assessment Tools	Digital forms for initial and ongoing assessments (e.g., ADLs, IADLs, risk assessments).
Medication Management	Tracking of current medications, dosage, administration times, and adherence logs.
Incident Reporting	Standardized forms for logging and tracking adverse events, falls, or other incidents.
Client Communications	Secure messaging portal for communication between the agency, client, and family.

### 2. Staff and Caregiver Management Effective management of caregivers, including scheduling, training, and compliance tracking, is crucial. The Fieldworker platform will let you manage it all in one place.


Feature	Description
Employee Profiles	Detailed profiles including contact information, credentials, certifications, training records, and availability.
Credential & Compliance Tracking	Automated tracking and alerts for expiring licenses, certifications, background checks, and required training.
Training Management	Ability to assign and track completion of mandatory and ongoing training modules.
Performance Tracking	Tools for logging supervisory visits, performance reviews, and corrective action plans.
Secure Staff Communication	In-app messaging and notification system for scheduling changes or urgent announcements.

### 3. Scheduling and Visit Management The scheduling module is the core operational component, requiring precision and flexibility. The AI-driven matching engine in the Fieldworker makes optimal scheduling very simple.


Feature	Description
Smart Scheduling	Algorithm-based matching of clients to caregivers based on care needs, location, skills, and availability.
Calendar Management	Drag-and-drop interface for creating, viewing, and modifying recurring and one-time visits.
GPS & EVV (Electronic Visit Verification)	Mandatory feature to verify caregiver arrival and departure times using GPS location or telephony.
Shift Handoff/Notes	Digital notes and logs for caregivers to record observations and status updates during a shift.
Open Shift Management	System for quickly notifying and assigning available caregivers to unassigned shifts.

By analyzing key data points—including availability, preferences, location, historical care provided, and overtime considerations—the engine allows the best match scores to guide confident and informed staffing decisions. This intelligent approach to scheduling enhances caregiver-client alignment, improves satisfaction, supports continuity of care, and drives better overall outcomes. ### 4. Financial and Billing Management of payments, payroll, and invoicing to ensure accurate financial operations. The Fieldworker would let you bill Medicaid, insurance, or private payers.


Feature	Description
Billing & Invoicing	Generation of invoices for private pay clients, and submission for third-party payers (e.g., Medicaid, insurance).
Payroll Processing	Calculation of caregiver hours based on verified visits, integrated with agency pay rates and overtime rules.
AR/AP Tracking	Tracking of accounts receivable (client payments) and accounts payable (caregiver payroll, vendor invoices).
Claims Management	Electronic submission of claims and tracking of remittance advice and denials.
Payer Rate Management	Database to store and manage different service rates for various payers and contracts.

### 5. Reporting and Analytics Tools necessary for agency oversight, quality improvement, and regulatory compliance. The Fieldworker provides a range of pre-defined reports, the capability to create custom reports, and management dashboards.


Report Type	Key Metrics/Functionality
Operational	Staff utilization, client retention, scheduling conflicts, EVV compliance rates.
Financial	Revenue reports, aging reports, payroll summaries, profitability by client/service.
Clinical & Quality	Incident frequency, medication adherence, compliance with care plan tasks, caregiver turnover rate.
Regulatory	Generation of reports necessary for state and federal audits and quality measures.

### 6. Mobile Application (for Caregivers) A dedicated mobile app is essential for field staff (DSPs or Home Health workers) to manage their daily tasks efficiently. * Check-in/Check-out: Seamless, compliant EVV functionality. * Client Care Plans: Access to the client's current care plan and specific shift tasks. * Task Documentation: Digital logging of completed tasks, observations, and vitals. * Secure Communication: Ability to communicate with the office. * Offline Mode: Functionality to operate in areas with poor connectivity and sync data later.

### 7. Security and Compliance The Fieldworker software adheres to stringent privacy and security standards. * HIPAA Compliance: Ensuring all client data is protected and confidential. * Role-Based Access Control (RBAC): Limiting user access only to the data and functions necessary for their role. * Audit Trails: Comprehensive logging of all system activity and data modifications. * Data Backup and Recovery: Robust plan for data integrity and business continuity. ## **Client Hub** Fieldworker makes managing clients simpler by bringing profiles, scheduling, authorizations, documents, and care plans into one organized, easy-to-navigate hub. With smart filters, near real-time updates, and seamless communication tools, agencies can manage clients more efficiently and deliver more consistent, reliable care. ### **Intuitive Dashboard** Easily add new prospects and client profiles and manage them with customizable filters based on status, admission, risk level, primary scheduler, custom tags, and more. * View and update client and prospect statuses with simple filtering. * Use custom profile tags for segmentation and bulk messaging. ### **Profile Management** * **Dashboard Management:** Access key client details and information in one place. * **Scheduling:** Create one-time or recurring shifts with optimal caregiver matching. * **Shift Broadcasting:** Quickly broadcast open shifts to the best-suited caregivers. * **Calendar Views:** Use weekly and monthly views for easy scheduling. * **Quick Shift Edits:** Easily modify shift details like status, notes, day, time, and services. * **Communication:** Instantly communicate with clients and family members from the client profile. ### **Scheduling** **Optimized Scheduling with Smart Matching** \ Create single or recurring shifts, matching clients with the best caregivers based on availability, skills, preferences, and other factors. FieldWorker’s smart scheduling helps you fill shifts quickly and efficiently.

**Seamless Scheduling Edits** \ Easily make scheduling changes or add visit notes from the scheduling screen. With a single click, communicate with clients and caregivers while accessing all necessary shift details. **Caregiver Scheduling** Access multiple calendar views (monthly and weekly) to track shifts and hours, ensuring proper caregiver coverage. * View caregiver schedules and compare scheduled vs. desired vs. completed hours. * Hover over any shift to view shift details like service type, status (completed, in progress, overdue), and edit on the spot. * Email or print weekly/monthly schedules and send reminders to caregivers to clock in and out via SMS. * Automatic SMS notifications remind caregivers to clock in/out. ### **Authorization Management** Track and manage client authorizations to ensure maximum utilization. * **Authorization Tracking:** View and edit authorizations directly from each client profile. * **Maximize Utilization:** Monitor and adjust authorization usage to avoid underutilization. * **Expiration Alerts:** Set reminders to ensure authorizations are updated before they expire. ### **Care Plans** Simplify the creation and management of digital care plans for your clients. * **Create & Edit Care Plans**: Easily set up and modify care plans, including tasks and services. * **Smart Scheduling**: Automatically assign tasks based on the scheduled service. * **Task Tracking**: Monitor the completion of services (ADLs & IADLs) in each shift. ### **Document Management** Organize and track all client documentation effortlessly. * **Custom Document Types:** Upload, manage, and track documents for each client. * **Document Dashboard:** Easily filter documents by type, date, and status. * **Reminders & Notifications:** Set expiration dates and receive notifications for document updates. ### **Care Circle** * Include family members, doctors or case managers, and approved caregivers * Clearly identify which caregivers are approved for that client — and which are not — to avoid scheduling mistakes or unapproved assignments. * Helps coordinate socialization, errands, meals, appointments, safety check-ins, and other needs. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://fieldworker.gitbook.io/fieldworker-docs/product-guides/home-care.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.