Add and assign first-visit assessments with required fields and prep checklists based on forms such as MDS, Ability to be left alone, Clinical Visit and Home Assessment.
Create individual or monthly/quarterly/yearly series with reminders for Case Manager and Nurses.
Route appointment notes to a QA manager for approve appointment with assessment audit trail.
GPS/time-stamped check-in/out for compliant visit verification.
Turn approved visits into billable claims, validating units against authorizations.
Toggle monthly calendar or list view calendar.
Switch between agent, client, and employee views to see exactly what matters.