Home Health Software

  • ▸ Cloud-based software to meet unique requirements for Home Health Agencies
  • ▸ Use Windows, iPAD or Android devices at Point of Care
  • ▸ Create OASIS and 485 from assessments completed at Point of Care
  • ▸ Plan of Care integrated with scheduling and billing for compliance
  • ▸ Medicare, Medicare Advantage, Medicaid, and Insurance Billing
  • ▸ Handle additional lines of service – Home Care, Private Duty Non-Medical, Personal Care

CareVoyant is a specifically designed software for Home Health Care agencies that can also handle Private Duty Nursing and Non-Medical/Personal Care under ONE Patient, Employee Record making it the Single System of Record for home care agencies. CareVoyant functions – Intake, Scheduling, Clinical, Financial, Messages, Notification, Reports and Dashboards – streamline workflow, meet comprehensive regulatory requirements, improve quality of care, optimize reimbursement, and bring operational efficiency to your agency.

Solution Highlights


Intake Admission

  • Set up a Single Patient Record for multiple lines of service – Private Duty Non-Medical/Personal Care, PDN, Home Health.
  • Establish PPS Episodes under one admission.
  • Multiple admission records for a patient to track historical clinical and financial information.
  • Establish authorization records for Medicare Advantage plans
  • Patient’s clinical and financial records are kept under one patient record for their lines of services.
  • Significantly reduce redundant data entry.
  • Ability to scan and attach photos and other documents to patient records.


Service Authorization

  • Set up PPS Episodes for Medicare PPS
  • Establish Insurance Authorization for Medicare Advantage.
  • Link scheduling, clinical and billing to PPS Episodes and Plan of Care.
  • Validate scheduled against frequency attached to the plan of care.
  • Set up schedule templates to create schedules from the authorization.



  • Integrated with Plan of Care (485) and billing ensuring compliance
  • Establish and manage schedules for Plan of Care
  • Use Color Coded Schedules, Patient and Employee views manage Schedules.
  • Match Patient to appropriate Field Employee
  • Enter, manage and track licenses for employees


Clinical & Point of Care

  • Integrated with Intake, Order Entry, Care Plan, Scheduling & Billing.
  • Provide all the information needed at Point of Care.
  • Complete initial assessments and create Plan of Care from assessments.
  • Use Briggs forms or allows agencies to bring in their own Assessments & Forms
  • Allow documentation using an Android Tablet, iPad or Windows Tablet or Laptop
  • Integrated with Intake, Order Entry, Plan of Care (485), Care Plan, Scheduling & Billing.
  • Clinicians have access to all the information needed at Point of Care.
  • Improve productivity & ease of use
  • Create 485 and OASIS from Integrated SOC/ROC and Recert Assessments
  • Integrated with SHP for clinical analysis.
  • Use Briggs forms or allows agencies to bring in their own Assessments & Forms
  • Document to Care Plan during the episode
  • Use Aide Care Plan to create and document Aide Tasks.
  • Allow documentation using an Android Tablet, iPad or Windows Tablet or Laptop


CareVoyant Mobile

  • Ability to clock In, clock Out and document services provided
  • Provide Electronic Visit Verification (EVV) using GPS or NFC.
  • Integrated with Aide Care Plan, Scheduling, Billing & Payroll
  • Compliant with established Aide Care Plan.
  • Ability to capture Patient and Employee signatures.
  • Monitor shifts/visits in real-time using Real Time Schedule Monitor.


CareVoyant Telephony

  • Ability to use Telephony when connection is limited.
  • Integrated with Aide Care Plan, Scheduling, Clinical Notes, Billing & Payroll
  • Clock in, Clock out and document services provided with EVV
  • Agencies can monitor shifts/visits in real-time.


CV Miles

  • Select employees based on distance from patent’s home or previous shift optimizing travel expenses
  • Use Real Time Schedule Monitor to locate employees when the schedules do not start on time.
  • Calculate travel miles & time during verification.


Schedule Monitor

  • Monitor missed shifts and exceptions in real-time
  • Late Start, GPS Mismatch, Late End, and Missed Tasks Alerts
  • Locate the employee when employee is late for a shift and proactively notify the patient
  • View shift documentation when shift is in progress


Billing & Accounts Receivable

  • Handles PPS and Medicare Advantage Billing Requirements.
  • PPS Billing Manage to validate the requirements for PPS Billing.
  • Meets disparate billing requirements for Medicaid, Medicare, Insurance and Private Pay
  • Ability to create claims in 1500, UB04, or Paper Invoice format
  • Claim Scrubber enables agencies to send clean claims and reduce collection time & efforts using
  • Receive and post payments automatically from ERN from intermediaries
  • Use Collection Functions to identify and manage overdue claims and accounts
  • Provides effective revenue cycle management
  • Robust financial reporting and dashboards to analyze financial performance


CV Message Center

  • One common area to view all communications and alerts
  • Alerts from Scheduling, Events & Alerts, and Report Scheduler to Employee’s and Patient’s Inbox
  • HIPAA compliant messaging application for internal communications
  • Send messages to CareVoyant users, Patients and Employees


Family Portal

  • Secure and HIPAA compliant access to Demographic, Schedule and Personal Health Information to patients and families
  • Use HIPAA Compliant CV Secure Messaging to send and receive messages from patients and families.
  • Ability to improve communication with Patients and Families
  • Use single login to link and communicate with multiple patients


Employee Portal

  • Field Staff can securely communicate with other CareVoyant users or Patients
  • Secure and HIPAA compliant access to Schedules, Shift Offers, Available Shifts, and Demographic Information
  • Field Staff can view Shift Offers and Available Shifts before accepting the Offer or Applying for shifts
  • Field Staff can view Schedules, Demographic Information, and Licenses
  • Access the portal on any smart phone (iOS, Android)


Events & Alerts

  • Proactive detection, notification and management of events & exceptions
  • Examples of Events: New Admission, Patient Discharge, Expiring or Expired Authorizations, Missed Shifts/Visits, etc.
  • Schedule Events to run at predetermined time



  • Use robust library of Clinical, Financial, Scheduling, and Census reports to meet reporting requirements
  • Schedule reports to run and be delivered to selected users, patients, and field staff
  • Reports can be grouped and assigned by User or User Role
  • Virtually unlimited reporting options with the ability to modify existing reports ore create new reports
  • Save reports as a PDF, CSV, Excel, TIFF or XML files



  • Proactively monitor key performance indicators by organizing information charts in one screen
  • View key metrics in timely manner and take corrective action
  • Group and assign charts as dashboards by User or User Role
  • Option to create agency defined Dashboards

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Microsoft Windows Server 2012
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