Next Loop Co. All issues

Newsletter · Issue 1

Before you compare home care scheduling software, check who pays you

A caregiver calls off at 10pm for an 8am shift. Someone at your agency now has to work down a list of names, figure out who already knows that client, and hope the person who says yes isn't about to go into overtime.

That moment is where a small agency feels it most. It's also where a lot of the “best software” lists stop helping, because many of them are written by a software vendor.

So before features or price, start with one question: who pays you?

If any of your clients are Medi-Cal funded, California's electronic visit verification (EVV) can apply to those visits. The state has its own EVV system, and you can use a vendor's instead, so ask every vendor how they handle it and what it costs. If every client pays you directly, the state's EVV FAQ covers Medi-Cal visits in the home and doesn't say anything about private pay. So if a vendor wants to charge you for EVV, ask DHCS first at EVV@dhcs.ca.gov.

Once that's settled, any system you look at has three jobs to do.

1. Fill an open shift without you calling round all night

Good software asks the caregivers who already know the client first, then the ones who want more hours, and skips anyone who'd go into overtime. Then it tells everyone else the shift is filled. In the demo, ask them to run a 10pm call-off live, from the first message out to a confirmed yes.

2. Keep payroll and billing matched to the visits that really happened

A visit runs 20 minutes long. A caregiver forgets to clock out. A family cancels when the caregiver is already at the door. Each one should show up the same way in payroll and on the family's invoice, without anyone typing it twice. Ask them to edit one visit and show you where the change lands.

3. Tell the family about a change

When the regular caregiver is out, the family wants to know who's coming before they open the door. Ask how the system tells them, and whether two adult children in different cities can both get the update.

You might not need any of it yet

If you have a handful of caregivers, one person does all the scheduling, and you can hold the week in your head, a shared spreadsheet and a written backup list will do. Software starts earning its place when there are too many caregivers to remember, when the person on call changes every night, or when payroll stops matching the schedule.

Either way, write your call-off order down first. Software only follows the order you give it. If that order isn't written down, it sends the open shift to the wrong people faster.

Before you sign anything

Most home care scheduling companies don't put a price on their website. When I checked six of them on October 20, only ShiftCare did. The rest want you to book a demo or ask for a quote first, and they don't count the same thing. Some go by clients, some by users, some by agency size and the modules you pick, and one doesn't say. So get it all in writing: the setup fee and what it covers, what the monthly price is based on, what texts and calls cost on top, which of the features you were shown cost extra, and how long the contract runs.

I put all of this into one guide, with what the vendors I checked publish about price and a printable checklist of questions to ask in every demo, in the same order, so you can compare the answers side by side.

Read the guide and print the checklist

Print it, take it into your next demo, and change it however you like.

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