Home Care Software Built to Run Your Entire Agency
CareVieo is an all-in-one home care software platform designed to help agencies manage caregivers, clients, scheduling, EVV, care plans, family communication, referrals, CRM and billing from one connected system.
Instead of running scheduling in one tool, visit verification in another and intake in a spreadsheet, your office works from a single record for every client and caregiver — so a scheduled visit, the verified time behind it and the invoice it produces all refer to the same data.
Free plan available, no credit card required. View CareVieo pricing.
- Scheduling & open shifts
- EVV visit capture
- Caregiver credentials & documents
- Care plans & visit tasks
- Family portal & messaging
- CRM, referrals & intake
- Invoices, payments & payroll exports
HIPAA-ready architecture with role-based access and audit logging.
What is home care software?
Home care software is the system a home care agency uses to run day-to-day operations: client and caregiver records, scheduling, visit verification, care documentation, family communication, referral management and billing. It replaces the mix of spreadsheets, calendars, paper timesheets and separate point tools that many agencies start with.
CareVieo is home care software that connects those functions in one platform, so information entered once — a client's care plan, a caregiver's credential, a completed visit — is available to every downstream workflow.
Everything Your Agency Needs in One Platform
Each area below is a working part of the platform, and each has a dedicated page explaining how it fits the home care workflow.
Scheduling
Recurring schedules, shift templates, open-shift broadcasts and caregiver matching by skills, county and client preference.
Caregiver schedulingEVV
Mobile clock-in and clock-out with GPS, geofence rules, missed-punch entry and coordinator corrections tied to the scheduled visit.
EVV softwareCaregiver management
Profiles, documents, credentials with expiration tracking, availability, work preferences and training records in one workforce record.
Caregiver managementCare plans
Build care plans from a task library so caregivers see the tasks for each visit and the office sees what was completed.
Agency operationsFamily portal
Role-based visibility for authorized family members: upcoming visits, completed activities and messages with the office.
Family portalCRM & referrals
Leads, referral sources, discharge-planner follow-up and an intake pipeline that converts an inquiry into a scheduled client.
Home care CRMBilling
Turn verified visits into timesheets and invoices using payer rate tables, with Stripe payments and QuickBooks Online sync.
Billing softwareReporting
Operational dashboards for visits, open shifts, credential expirations, intake pipeline and invoice status.
AI-assisted workflows
Drafting, summarizing and extraction assistance across visit notes, documents, care trends and CRM follow-up — always reviewed by staff.
AI for home careWhy Home Care Agencies End Up With Multiple Systems
Most agencies do not choose fragmentation — they grow into it. Scheduling is adopted first, then a separate EVV app when a payer requires visit verification, then a CRM when referral volume grows, then accounting software for invoices, then a messaging tool, and spreadsheets fill the gaps between them.
The cost shows up as duplicate data entry, schedules that disagree with timesheets, credentials tracked in a workbook nobody opens until an audit, and referral follow-up that depends on someone remembering. None of those tools are bad; they simply do not share a record.
CareVieo's approach is integration by design: one client record, one caregiver record, one visit record. Scheduling writes the visit, EVV verifies it, documentation attaches to it, billing prices it and the family portal reports on it.
Built Around the Home Care Workflow
The platform follows the sequence an agency already works in.
- Lead
- Client
- Care plan
- Caregiver match
- Schedule
- Visit
- EVV
- Documentation
- Billing
- Family communication
Who CareVieo Is For
Private duty home care
Agencies billing private pay and long-term care insurance that need scheduling, visit records and clean invoices.
Non-medical home care
Companion care and personal care agencies coordinating ADL support, caregiver matching and family updates.
Home health agencies
Where the work is coordination, documentation and visit verification. CareVieo is not a certified clinical EMR.
Caregiver staffing operations
Teams filling shifts across many clients, with availability, county coverage and credential requirements to respect.
Growing multi-location agencies
Multi-office support so each location runs its own schedule and pipeline under shared administration.
Agencies consolidating tools
Operators replacing a stack of scheduling, EVV, CRM and spreadsheet workflows with one connected system.
Frequently asked questions
What is home care software?
Software that manages the operations of a home care agency: clients, caregivers, scheduling, electronic visit verification, care documentation, family communication, referrals and billing.
What does home care software do?
It stores the client and caregiver records, builds and publishes schedules, captures proof of visits, records what care was delivered, keeps credentials and documents current, tracks referrals and turns completed visits into invoices and payroll data.
What is CareVieo?
CareVieo is an all-in-one home care platform covering scheduling, EVV, caregiver management, care plans, a family portal, CRM and billing, with mobile apps for caregivers and a web console for the office.
Does CareVieo include EVV?
Yes. Caregivers clock in and out on mobile with location capture and configurable geofence rules, and visits link to the schedule. Agencies remain responsible for confirming their state and payer requirements — see EVV software.
Does CareVieo include scheduling?
Yes — recurring schedules, shift templates, open shifts, caregiver matching and conflict checks are core to the platform.
Does CareVieo have a CRM?
Yes. Leads, referral sources, an intake pipeline and caregiver recruiting are built in and connected to operations, so a won referral becomes a client without re-entry.
Can families use CareVieo?
Yes. Authorized family members get a portal with role-based access to visit information and messaging. They do not see other clients or caregiver personnel records.
How much does CareVieo cost?
Plans are Free, Essentials ($129), Growth ($299), Scale ($699), Enterprise, with client caps per tier. View CareVieo pricing for current prices, caps and overage rates.
Explore the platform
Operations view for owners, administrators and schedulers.
Availability, matching, recurring and open shifts.
Visit verification connected to schedules and billing.
Profiles, credentials, documents and availability.
Leads, referral partners and intake pipeline.
Appropriate visibility for authorized families.
Verified visits to timesheets, invoices and payments.
Practical AI assistance with human oversight.
Plans, client caps and overage rates.
See CareVieo with your own agency's workflow
Start on the free plan and set up your first clients, caregivers and schedule, or book a demo and we'll walk through scheduling, EVV, CRM and billing together.
Plans, client caps and overage rates: View CareVieo pricing.