Built for Home Care Agencies

Home care business operations built for compliance, not spreadsheets.

Stop managing compliance in spreadsheets. Your team gets real-time visibility into caregiver credentials, client pipelines, and billing — from one system built for your agency.

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The Problem

Managing a home care agency shouldn't require 5 different systems

Credentials scattered everywhere

Caregiver certifications, training records, and background checks live in different systems. You find out about expirations after the fact — during an audit.

Client intake is a bottleneck

New referrals get lost in email threads. Assessment scheduling is manual. The time between referral and admission is longer than it needs to be — and you lose clients because of it.

Billing reconciliation takes days

Matching EVV data to billing, tracking payer mix, and chasing denied claims is a part-time job. Manual reconciliation means errors, delays, and revenue you can't see until it's too late.

No single source of truth

Your operations data is spread across a scheduling tool, a billing platform, physical files, and spreadsheets. Leadership decisions are based on whoever has the most recent export.

The Solution

One system that runs every part of your agency

One system connects your compliance, client management, billing, and operations into a single platform built specifically for home care.

Caregiver Credential Management

Track every certification, training record, and compliance document in one place. Automated alerts notify you 30, 60, and 90 days before anything expires — before it becomes an audit finding.

Credential Status

Sarah Johnson

CNA Certification

Active

Michael Kim

HHA License

Expiring

David Chen

RN License

Expired

Client Intake & Pipeline Management

Every referral enters a structured pipeline. Assessment scheduling, care plan creation, and admission steps are tracked automatically — nothing falls through the cracks during intake.

New

R. Thompson

Referred today

M. Patel

Referred 2d ago

Assessment

J. Williams

Scheduled Fri

Admitted

B. Martinez

Start Mon

Automated Billing Reconciliation

Match EVV data to billing automatically. Track collections by payer, flag denied claims, and see your revenue pipeline in real time — without spending days on manual reconciliation.

Payer Reconciliation
Medicaid
87%
Private Pay
92%
Insurance
74%

Compliance & Audit Readiness

Audit-ready documentation at any moment. Every record, every signature, every incident report is logged with a timestamp. When the auditor shows up, you open a dashboard — not a filing cabinet.

Compliance Checklist
Caregiver background checks current
Care plans signed & documented
2 certifications expiring this month
Incident reports filed within 24h

Complete Client Records

Every client has a single, complete record: care plan, assigned caregiver, billing status, emergency contacts, and visit history. One search. No digging through folders.

Client Record — B. Martinez
Status Active
Caregiver Sarah Johnson
Billing Medicaid — current
Care plan Reviewed Mar 15
Next visit Tomorrow, 9:00 AM

Proactive Alert System

Critical deadlines don't wait for your morning standup. Automated alerts fire for expiring credentials, overdue documentation, and billing anomalies before they become problems.

Recent Alerts

David Chen — RN license expired

5 days overdue

Michael Kim — HHA license expiring

28 days remaining

Insurance claim — 14-day denial window

Action required by Friday

Results

What agencies see after 90 days

60%

Faster caregiver onboarding

$36K+

Recovered revenue from referral tracking

12 hrs

Saved per week on admin work

Faster billing reconciliation

"We used to spend Friday afternoons just tracking down expired documents. Now the system tells us 60 days in advance. We haven't had an audit finding since we went live."

Candice Ellis

Owner, C.A. Ellis & Associates

View case study →
Affinity Care case study
View case study →
"The intake pipeline alone saved us two full-time hours a week. We're admitting clients faster with less back-and-forth."

Operations Lead

Affinity Care Solutions

How It Works

Up and running in 3 weeks

No IT team required. No months-long implementation. We do the heavy lifting — you stay focused on running your agency.

1

Discovery Call

We learn your current workflows, tools, and the specific compliance requirements your agency faces. 60 minutes. No fluff.

2

System Build

Catalytics builds your custom system — credential tracking, client pipeline, billing dashboard — configured to your agency's actual structure.

3

Data Migration

We move your existing caregiver and client data into the new system. Your team doesn't start from scratch — they start from where you are now.

4

Go Live + Support

Team training, go-live support, and a 30-day check-in. We stay close until the system is running the way it should — and the team is confident using it.

What's Included

Everything your agency needs. Nothing it doesn't.

One flat engagement. No per-seat licensing. No surprise add-ons. Custom-built for your agency's actual operations.

Catalytics Implementation

  • Caregiver credential tracking & automated alerts
  • Client intake pipeline & case management
  • Automated billing reconciliation dashboard
  • Compliance document library & audit trail
  • Staff onboarding workflow automation
  • Real-time operations dashboard
  • Custom alert system for critical deadlines
  • Dedicated implementation specialist
  • Ongoing support & system updates
Book a Free Strategy Call

Custom pricing based on agency size and scope. Starting conversation takes 15 minutes.

FAQ

Questions we hear from agency owners

Your agency deserves better than spreadsheets.

Book a 15-minute call. We'll talk about your operations, not ours.

Book a Free Strategy Call