Highlights

Overview

Schedule Employees

Schedule employee shifts quickly and easily. Repeated schedules are a breeze with our shift cloning tool.

Employee Scheduling

Care Management

  • Schedule Employees
  • Track Task Completion
  • Flexible Messaging
  • Track Work Times
  • Manage Documents, Medications, and More
  • Mobile-Friendly Design
  • Manage Payroll

Tasks

Track Task Completion

Make sure that important tasks are completed on-time. Assign tasks to employees, and monitor their status through the admin console.

Business Management

  • Service Requests
  • Custom Forms
  • Invoice Management (A/R)
  • Split invoices
  • Payroll Reports
  • Auto-Create Invoices
  • QuickBooks Integration
  • A/P Invoices
  • Profile Management
  • Time Tracking
  • Task Management and Logging
  • Client Portal
  • Caregiver Portal
  • Nurse Portal
  • Re-Admission Tracking

Flexible Messaging

Communicate with customers and employees using their preferred method. Email, text, and in-app messaging are supported.

Messaging

Outreach and Business Development

  • Referral Agency Portal
  • Caregiver Recruitment
  • CRM
  • Email Campaigns
  • Analytics and Reporting

QR Codes

Track Work Times

Track employee work times. Employees can clock in and out using their mobile devices or a web browser through various methods, such as QR codes or GPS location verification. No hard-line phone required!

Manage Documents, Medications, and More

Keep important documents and contracts in one place. Documents can be associated with customers and employees so they are always organized and available.

Documents

Medications can include dosages, instructions, and other important information for caregivers.

Medications

Mobile Friendly

Mobile-Friendly Design

CoActiveSoft uses a mobile-friendly responsive layout to facilitate easy access from any device.

Manage Payroll

Record, manage, and validate payroll for employees in one place.

Payroll