Upgrade To Enterprise

Upgrading to the Enterprise Platform provides access to a broader set of tools that help your agency streamline daily tasks, improve communication, and support long-term growth. This page highlights the key Enterprise features available, why they matter, and where to learn more.

These features give your agency more flexibility to manage scheduling, billing, payroll, compliance, and clinical needs all in one place, saving time and helping you stay organized across every part of your operations.

Depending on your state or market, you may or may not already have access to some of these Enterprise features.

Visit Management

Enterprise includes enhanced scheduling tools that make it easier to manage daily coordination activities from one central location. These features support quick updates, better visibility, and time-saving bulk actions.

Key Features

  • Make quick edits to visit details directly on the Appointments page.

  • Use bulk actions to update multiple visits at once.

  • Manage missed visits and scheduling adjustments in one place.

  • Support coordinators with tools they use dozens of times per day.

  • Communicate directly with Caregivers.

Learn more

Appointments Function

Additional Caregiver Tools

Flexible communication options are available to help you stay connected with Caregivers using the method that works best for them.

Key Features

  • Send messages by email, text message, or directly to the Caregiver’s mobile app.

  • Send bulk messages to groups of Caregivers.

  • Communicate about open cases, EVV issues, or compliance items due.

  • Allow Caregivers to respond through the mobile app, helping you fill open cases faster.

Learn more

Tools are available to help your agency track Caregiver compliance items and meet state requirements.

Key Features

  • Track and manage compliance items such as I-9 forms, medicals, and required state documents.

  • Customize compliance tracking based on your state’s rules.

  • Run reports to see items that are expiring or overdue.

  • Support ongoing compliance follow-up from one location.

Learn more

Operations Worklist

The Operations Worklist helps your agency manage important items that require follow-up. This dashboard brings together tasks your team may complete daily so they can stay organized and work more efficiently.

Key Features

  • Track expiring authorizations.

  • Review expiring Caregiver medical or training compliance.

  • Monitor unstaffed visits and open cases.

  • Track expiring master weeks and certification periods.

  • Assign tasks and add notes directly in the dashboard.

Learn more

Operations Worklist Overview

Billing & Financial Management

Internal contracts and Private Pay billing tools provide more flexible billing options.

Key Features

  • Internal contract billing is supported for any Payer outside of your linked contracts when a clearinghouse is available to configure.

  • Private Pay billing allows Providers to generate invoices for Patients who pay out of pocket.

Learn more

ERA and Collections tools make AR management easier and improves accuracy through the expanded AR and Month End Reports.

Key Features

  • Electronic Remittance Advice (ERA) posting to apply payments automatically (add-on feature).

  • Drag and drop ERA files into the SFTP for overnight processing and invoice matching.

  • Use the Collections Dashboard to track outstanding balances and follow up efficiently.

  • Improve cash flow by reducing manual payment posting.

Learn more

Payroll can be managed within the Enterprise platform, helping your agency save time and reduce manual work.

Key Features

  • Generate payroll files directly in the system.

  • Send payroll files to your payroll company for processing.

  • Run pre-payroll reports to confirm hours and ensure cleaner payroll submissions.

  • Integrate with QuickBooks for added convenience.

Learn more

Enterprise includes a full set of clinical tools that are not available in the Sponsored platform. These features support agencies providing skilled services [TL6.1]and help maintain complete Patient records.

Key Features

  • Track MD orders (such as 485 forms).

  • Add chart notes and create Patient goals.

  • Track medications and maintain clinical documentation.

  • Perform electronic documentation and e-fax MD Orders.

  • Build and customize your own forms using Form Builder.

Learn more

Patient Info Page/Clinical Tools

An expanded reporting suite is available to help your agency keep track of finances, compliance, and operations more effectively.

Key Features

  • Collections and AR reports to track money owed, aging, and outstanding balances.

  • Payroll reports to review hours and payments before submitting payroll.

  • Ad-hoc Report Builder to create custom reports using available data.

  • Compliance reports to monitor expiring documentation for Caregivers.

  • Improve visibility into both revenue and expenses.

  • Save time by running reports that fit your agency’s needs.

Learn more