7 Things to Look for When Choosing Your Home Healthcare Software

Rob Scott

Written on 5 July, 2022
The right home healthcare software can improve your efficiency, compliance, quality of care and staff job satisfaction — but not all software is equal. We explore the seven things you should look for.


1. Scheduler 

Scheduling is one of the most complex and important parts of running a home healthcare agency. Get it right, and caregivers are happy, care receivers get high-quality services, and your profits are maximized. Of course, getting it right isn’t always easy, especially if you’re not using an intuitive scheduler.

Check if the software’s inbuilt scheduler allows caregivers to add their availability and request time off. Having to do it manually can be time-consuming and easily leads to errors.

A well-designed scheduler will allow you to match caregivers and receivers, and build shifts in minutes. Look for one that only shows you available staff members and allows you to quickly set up group shifts and recurring shifts.

2. Documentation Manager 

Your home healthcare software should have a documentation manager that functions for both caregivers and receivers.

For caregivers’ documentation, you’ll want to confirm that you can securely store records relating to vaccination dates, qualifications, and the right to work in the US. Ideally, the software will have an automated notification system for document expiry dates, meaning you can rest assured that you will always be operating within the law.

As for care receivers, the software should be able to store a wide range of important documentation such as care plans, billing information, and progress notes. Check how easy it is to share this information securely with caregivers and whether caregivers can access it on the go. Can you provide varying levels of access to different people?

3. Progress Notes 

Progress notes are an important tool for caregivers and home healthcare agencies, helping staff members share information about a client, report incidents, and track a client’s health and well-being. 

All home healthcare software should have a progress notes function, but don’t forget to check how easy it is to use. Can caregivers add progress notes on the go? Do they need to type them up or can they use voice notes? How are the notes stored, and how easy are they to access?

4. Timekeeping and Expenses

Most home healthcare software will come with timekeeping and expenses features. If the program has a mobile app for caregivers, it should also have location-verified timekeeping that will allow you to both bill care receivers and pay staff members the correct amount. There will be no need to worry about human error or incorrect time slips.

Meanwhile, for expenses, check to see if the software is intuitive and records all the details you need. Can you upload photos? Where is the information stored? Is there an option for verifying evidence of expenses and rejecting it if necessary?

5. Invoicing and Accounting Integration

Some home healthcare software will allow you to invoice directly from the program, while other options will integrate with popular invoicing and accounting software. 

With all the information about timekeeping, expenses, schedules, services provided, and billing details that you store in your home healthcare software, accounting integration can make your work much easier. So, make sure to double-check if the home healthcare software you have chosen integrates with your preferred accounting software.

Additionally, some home healthcare software will generate reports for you on everything from attendance levels to productivity and billable hours. You can then use these to inform business decisions.

6. Mobile App for Caregivers

A mobile app for caregivers, in addition to a web app for the back office, is an essential tool. It allows caregivers to check care receivers’ details while on the go, whether they’re reviewing care plans prior to the visit or retrieving a family member’s contact number during an emergency. 

Plus, it also means your staff can update the care receiver’s details during their shift, while the information is fresh in their memory. Whether it’s a standard progress update or an incident report, it will improve the accuracy of the record while also making caregivers’ work easier.

What’s more, with a mobile app, caregivers can take control of their work by updating their details, selecting their ideal shifts, viewing their schedule, and more.

7. Portal for Friends and Family

For many care receivers, it’s important that their friends, family, and/or guardians are involved in their care. With a dedicated portal for friends and family, it’s easy for you to share everything from progress updates and care plans to bills.

Make sure you check the security settings for the portal. In particular, can you give different levels of access to different people? In this way, you’ll be able to respect a care receiver’s privacy and autonomy while also enabling them to receive the community support they need and want.

It’s also worth confirming if the users will be able to request services or provide feedback via the portal.

8. Home Healthcare Software that Will Keep Your Agency Running Smoothly

Before signing up for a home healthcare software, make sure it has all these seven features we’ve discussed. Check how easy it is to use and if it integrates well with your existing systems. After all, home healthcare software should save you time, money, and stress — not make your processes more complicated.

Our home healthcare software allows you to deliver highly personalized care while reducing your workload. It includes an intuitive scheduler that allows caregivers to input their availability and takes you just minutes to use. 

The documentation manager ensures staff members have all the information they need about each care receiver, while ShiftCare Connect keeps loved ones and guardians up to date. It also has invoicing, accounting integration, and more. 

To see how we can make your work easier, while improving quality standards and caregivers’ job satisfaction, try ShiftCare for free today.

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