Highlights

Overview

Schedule Employees

Schedule employee shifts quickly and easily. Duplicate 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 Completed Tasks

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

Flexible Messaging

Send messages to all employees or individually. Easily check and send messages from the mobile app or desktop.

Messaging

Invoice Customers

Generate customer invoices effortlessly from employee hours. Send invoices to QuickBooks with a click of a button.

Track Hours and Manage Payroll

Track employee hours and manage payroll. Employees can clock in and out using their mobile devices or desktop.

QR Codes

Flexible Timekeeping

Employees can clock in on their smartphones, or using a client’s hard-line phone with our telephony functionality.

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

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 easily access from any device.

Mobile Friendly

Manage Forms

Fill out, sign, and keep track of forms with CoActiveSoft. We have a library of common forms available, and we can modify and create forms to meet your needs. Contact us for details.