Skilled & non-skilled agencies · Across the USA

All-In-One Home Health Management Software

The Complete, Compliance-First Platform for Skilled & Non-Skilled Agencies of all sizes

Run your entire agency from one system: CMS and Medicaid compliance, EVV, billing, clinical documentation, HR and multi-agency growth.

Request a Demo View Platform Features
All-In-One office dashboard on a computer and the caregiver visit screen on a phone, shown with sample data
Sample data shown
Certified & connected

Built to bill Medicare and Medicaid, nationwide

MEDICAIDState Medicaid programsCertified with Ohio ODM✓ Certified
EVVSandataState EVV aggregator✓ Certified
MEDICAREBilling & OASISClaims and OASIS submission✓ Certified
WAIVERSAging, disability & DD waiversEDI billing, incl. Ohio ODA & DODD✓ Certified
PAYERSMedicaid HMOsManaged care plans in every state✓ Connected
Features

Smart Homecare

Everything your office and your caregivers need, in one place.

01

All-in-One Platform

Scheduling, billing, EVV, documentation and HR in one system.

SchedulingBillingEVVDocsHR
02

Mobile & Offline Capable

Caregivers document in the field, even without internet. Visits sync when they reconnect.

03

Compliance Assistant

Automatic EVV checks and Medicare/Medicaid alerts before small problems become findings.

04

Real-Time Visit Monitoring

GPS and telephony clock-in, with no-show alerts the moment a visit is missed.

05

Business Intelligence

Dashboards, reports and KPI analytics that show how your agency is really doing.

06

Live Support

Expert help from people who know home health, with fast response times.

Caregiver visit list and a visit in progress on a phone, shown with sample data
Sample data shown
Built on process

No approved timesheet, no claim.

Every visit follows the same controlled path, from service authorization to payment. Visits that match the authorization and schedule are approved automatically. Anything that doesn’t match waits for an admin, and billing only sees approved visits sent to Sandata.

Timesheets · Week of Oct 19
VisitMatch checkStatusBilling
Client A.Personal care · T. BrownAt client homeAuto-approvedSandata → Billing
Client M.Homemaker · K. LeeOver authorized unitsAdmin reviewLocked
Client D.Personal care · S. AmaOutside scheduled timeAdmin reviewLocked
Client R.Respite · J. ColeAt client homeAuto-approvedSandata → Billing

Matching visits are auto-approved. Rows flagged for admin review stay locked until approved.

Plan of Care (485) tracker
Patient · PhysicianSentDays outStatus
Patient R.Dr. PatelOct 225Awaiting signature
Patient A.Dr. NguyenSep 2235Follow up
Patient L.Dr. OkaforOct 216Sent to doctor
Patient J.Dr. PatelOct 9—Signed & returned

Every 485 tracked to and from the doctor: sent, awaiting signature, signed and returned.

For skilled (Medicare) home health agencies

Every deadline from intake to recert, tracked.

Skilled agencies live by hard Medicare timelines. All-In-One counts the days for every patient and flags what is due before it becomes a penalty or a survey finding.

  1. Day 0Referral & intakeReferral and orders received. Payer, eligibility, F2F status and medical history checked
  2. ≤ 48 hrsStart of care visitWithin 48 hours of referral, or on the ordered SOC date
  3. ≤ 5 daysOASIS-E2 assessmentComprehensive OASIS-E2 assessment completed after SOC
  4. ≤ 5 daysPlan of care sent485 sent to the physician within 5 days of opening the case
  5. ≤ 5 daysNotice of AdmissionNOA filed after SOC. Late NOAs reduce payment
  6. −90 / +30Face-to-faceCan be done up to 90 days before SOC or within 30 days after. Must be documented before billing
  7. ≤ 30 daysOASIS submittedWithin 30 days of completing the assessment
  8. Pre-billing485 signed & returnedSigned by the physician before the final claim
  9. Every 30 daysPDGM periodHIPPS code, case-mix weight and LUPA threshold for each 30-day period
  10. Days 56–60RecertificationRecert in the last 5 days of each 60-day period

Also tracked Resumption of care within 2 days of a patient returning home from the hospital. The SOC and recertification visits are created automatically and can only be assigned to an RN whose license is current.

Episode tracker · Today, Oct 27
PatientMilestoneDueStatus
Patient A.SOC Oct 22OASIS assessmentOct 27Due today
Patient J.Home from hospital Oct 26Resumption of careOct 281 day left
Patient L.Period 1 · day 57RecertificationOct 25–29In window
Patient M.485 sent Oct 1Plan of care signatureBefore final claimClaim on hold
Patient K.SOC Oct 24Plan of care (485) sent to doctorOct 292 days left
Patient R.SOC Oct 20Notice of AdmissionOct 25Filed Oct 21

Timeframes follow the Medicare home health Conditions of Participation (42 CFR 484.55), NOA rules and agency plan-of-care policy.

For personal care, waiver & DD agencies

The right paperwork for non-medical agencies.

Non-medical agencies get a short admission packet, not the Medicare one. All-In-One tracks the supervisory visit every 60 days and puts each caregiver task on the right days.

  1. AdmissionNursing assessment (no OASIS)Vitals and body-system sections, with medications and allergies added during the visit
  2. AdmissionSigned noticesBill of Rights, theft and loss procedure, and PASSPORT release to the case manager
  3. Every yearEVV GPS consentOhio Medicaid consent for GPS, renewed every year
  4. AdmissionPatient priority levelLevel 1, 2 or 3 on the disaster roster, with response times
  5. Every visitHHA care planReq, Pt Req and Assist tasks on set weekdays or monthly dates
  6. Days 55–60Supervisory visitClient supervisory visit report every 60 days; the care plan is updated only if tasks change

DD / DODD ISP and PAWS on the client chart, DODD forms, eMBS billing, sleep shifts, and the DODD service codes for your provider type (agency, Level One or SELF).

A Medicare-certified agency follows the Medicare rules for every client, PASSPORT included.

Training & CE

Train, Track and Certify Your Staff

Aide training, state CE and in-service for every role, included with your All-In-One plan.

Aide Training

  • HHA / PCA 30-hour initial training
  • Medicare Part 2 classroom hours
  • 75-hour program certificate

State CE Library

  • 246 courses, all 50 states and DC
  • Aides, DSPs, nurses and office staff
  • Manual, quiz and certificate per course

Pre-Hire & In-Service

  • Required pre-hire training by state
  • Annual in-service and DSP tracks
  • CE learning paths with due dates
Multi-agency

Manage Many — from One Platform

Designed for owners running multiple agencies, locations or provider numbers.

SWITCH AGENCY
CColumbus agencyMedicaid & waiver · 48 clientsActive
DDayton locationMedicare home health · 31 patientsOpen
SSecond provider numberDD waiver · 22 clientsOpen
3agencies
101clients
1login
Hands holding a phone with connected agency icons
One login, multiple agenciesSwitch between agencies without signing out.
Billing and invoice icons above a phone
Separate billing, users, and complianceEach agency keeps its own claims, staff and records.
Nurse showing a tablet to an older man
Role-based access controlsStaff see only what their role needs.
Owner reviewing reports on a laptop
Centralized oversightSee every agency’s numbers in one place.