Highlights

Overview

Schedule Caregivers

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

Employee Scheduling

Care Management

  • Schedule Employees
  • Track Task Completion
  • Enter care notes
  • Customizable forms
  • Flexible Messaging
  • Track Work Times
  • Manage Medications
  • Mobile-Friendly Design
  • Manage Payroll

Track Task Completion

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

Tasks

Business Management

  • Personalized Dashboard
  • Service Requests
  • Document Management
  • 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
  • Referral Tracking
  • Schedule sales reps
  • Sales credit tracking
  • CRM
  • Email Campaigns
  • Analytics and Reporting

Invoice Clients

Generate invoices directly from caregiver work times. Synchronize with QuickBooks Online with the click of a button.

 

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! Send reminders for scheduled shifts and late clock-ins.

QR Codes

Manage Payroll

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

Payroll

Personalized Dashboard

Check the state of your agency at a glance. View the reports that matter most to you. Catch problems fast and keep your agency running at its best.

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 Design

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

Mobile Friendly

 

Learn More

See CoActiveSoft in action