Agency Software

Home Care Agency Software That Connects Your Entire Operation

Home care agency software is the operating system for the office: the people who assign shifts, chase credentials, follow up on referrals, answer family calls and get invoices out the door. CareVieo brings those roles into one platform with shared records and role-based access.

Rather than one more scheduling application, CareVieo is built to be where the agency runs — with settings, roles, dashboards and audit history that reflect how the business actually operates.

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Free plan available, no credit card required. View CareVieo pricing.

Built for these roles

Agency owners
Administrators
Operations managers
Schedulers
Care coordinators
Billing teams
CRM / growth staff

Each role sees only the areas it needs. A CRM-only user, for example, never reaches client clinical records.

What is home care agency software?

Home care agency software manages the administrative and operational side of an agency: staffing and scheduling, visit verification, workforce compliance, referral and intake management, family communication, billing, and the reporting owners use to see how the business is performing.

CareVieo covers those functions in one system so office staff stop reconciling tools and start working from a single set of records.

The operational problems agencies bring us

These are the recurring pain points CareVieo is designed to remove.

Too many disconnected systems

Scheduling, EVV, CRM, messaging and accounting in separate tools means duplicate entry and numbers that disagree. One platform means one record per client, caregiver and visit.

Scheduling complexity

Recurring shifts, availability windows, county coverage and last-minute call-outs are handled inside the scheduler rather than in a side spreadsheet.

Scheduling

Caregiver availability & retention

Caregivers maintain their own availability, preferences and service counties, so assignments respect what they actually accepted.

Caregiver management

Missed and short visits

Scheduled-versus-completed visit comparison and punch exceptions surface problems the same day instead of at payroll close.

EVV

Credential tracking

A credential expiration dashboard with status indicators and automated reminders replaces the workbook nobody opens until an audit.

Referral follow-up

Referral sources, discharge planners and inquiries live in a pipeline with owners and follow-up activities, not in an inbox.

CRM

Billing administration

Invoices are generated from verified visits with payer rate tables, then paid via Stripe or synced to QuickBooks Online.

Billing

Agency configuration

An Agency Settings hub holds business details, state licenses, credential requirements, geofence rules, week start day and branding.

Multi-location visibility

Multi-office support lets each location run its own schedule and pipeline while administration stays shared.

A day in the office, connected

Every role works on the same records, in sequence.

Intake reviews referrals
Coordinator builds care plan
Scheduler assigns caregivers
Caregivers deliver visits
Office reviews exceptions
Billing invoices
Owner reviews dashboards

Handoffs happen inside the platform, so the coordinator's care plan defines the scheduler's requirements, the scheduler's shift becomes the caregiver's visit, and the verified visit becomes the billing team's invoice line.

Governance and access control

Role-based access

Owner, administrator, coordinator, scheduler, billing, CRM-only, caregiver and family roles each see a scoped view of the platform.

Audit logging

Administrative actions and access to protected records are logged for internal review.

Account security

Multi-factor authentication is enforced for office roles, with temporary-password and invite workflows for user management.

Frequently asked questions

How is this different from the general home care software page?

This page focuses on running the office — roles, oversight, configuration and multi-location administration. For the full capability overview see home care software.

Can different staff have different permissions?

Yes. Roles are granular, including a CRM-only role that has no access to clinical or client care records.

Does CareVieo support multiple offices?

Multi-office support is available on the Growth plan and above. View CareVieo pricing for tier details.

How long does implementation take?

Agencies can self-serve on the free plan the same day: create the agency, invite staff, add clients and caregivers, and schedule. Larger migrations with historical data and integrations are scoped with our team, and dedicated onboarding is included on higher tiers.

Can we import our existing clients?

Yes, client import is supported. Talk to us about your file format before you migrate so we can confirm the mapping.

Is there a mobile app for office staff?

The platform is mobile-responsive, and CareVieo ships native iOS and Android apps used primarily by caregivers for schedules, visits and documentation.