Features

Everything you need to run your agency

One platform that replaces your scheduling software, EVV system, documentation tools, and billing solution. All beautifully connected.

Smart Scheduling

AI-powered scheduling that saves hours every week

Create optimal schedules in minutes, not hours. Our AI considers staff skills, preferences, overtime rules, and client needs to suggest the best matches.

Drag-and-drop schedule builder
AI-powered shift recommendations
Automatic overtime alerts
Staff skill and preference matching
Shift marketplace for open shifts
Multi-location scheduling
Template schedules for recurring patterns
Real-time availability tracking
30%

reduction in scheduling time

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Weekly Schedule
Nov 4 - 8, 2024
Mon
Tue
Wed
Thu
Fri
8 AM
Sarah M.
Home Visit
Amy T.
Respite
10 AM
John D.
Day Program
12 PM
Mike R.
Transport
2 PM
Lisa K.
Residential
4 PM
AI suggests: Fill open shift with Maria (skills match)

EVV & Compliance

Stay compliant across all 50 states automatically

GPS-verified electronic visit verification that meets every state's requirements. Real-time compliance dashboards alert you to issues before they become problems.

GPS and telephony verification options
All 50 states compliant
Real-time compliance dashboard
Automatic state aggregator submission
Visit photo verification
Digital signature capture
Missed visit alerts
Compliance audit reports
99.9%

EVV compliance rate

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EVV Dashboard
Live
99.8%
Compliance Rate
Recent Clock-ins
SM
Sarah M.
8:02 AM
0.1 mi
JD
John D.
7:58 AM
0.05 mi
MR
Mike R.
7:45 AM
0.2 mi

Billing & Payroll

From verified visit to paid claim, automated

Turn verified visits into claims automatically. Integrated payroll calculations, real-time eligibility checks, and denial management help you get paid faster.

Automated claim generation
Real-time eligibility verification
ERA/EOB processing
Denial management workflow
Integrated payroll calculations
Multiple payer support
Accounts receivable aging
Revenue analytics dashboard
95%

reduction in billing errors

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Billing Overview
November 2024
Collected
$48,250
+12% vs last month
Pending
$12,840
23 claims
Recent Claims
CLM-4521
Medicaid
$1,240
Paid
CLM-4520
Medicaid
$890
Submitted
CLM-4519
Medicaid
$2,100
Paid

Documentation

Complete notes in minutes, not hours

ISPs, progress notes, incident reports—all with intelligent templates and voice-to-text. Your staff spends less time on paperwork and more time with clients.

ISP/Person-centered planning
Progress note templates
Voice-to-text documentation
Incident reporting workflow
Custom form builder
E-signature workflows
Goal tracking and progress
Medication administration records
2+ hrs

saved per staff member daily

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Progress Note
Auto-saved
JD
James Davis
Residential Services • Nov 7, 2024
James participated actively in morning routine. Completedhygiene tasks independentlywith minimal prompting.
Goal Progress:4/5 steps completed
🎤
Tap to add voice note

Mobile App

A mobile app your DSPs will actually love

Native iOS and Android apps with offline support. Your field staff can clock in, complete documentation, and view schedules from anywhere.

Native iOS and Android apps
Full offline functionality
GPS clock in/out
Complete documentation on mobile
Push notifications
Biometric login
Photo and video capture
In-app messaging
4.8★

App Store rating

Learn More
9:41
Today's Schedule
3 visits remaining
Maria Johnson✓ Complete
8:00 AM - 10:00 AM
Robert ChenIn Progress
10:30 AM - 12:30 PM
Lisa ParkUpcoming
2:00 PM - 4:00 PM
Schedule
Notes
Alerts

Family Portal

Keep families informed and engaged

A dedicated portal where families can view schedules, read notes, communicate with staff, and stay connected to their loved one's care.

Schedule visibility
Progress note sharing
Secure messaging
Document sharing
Care team directory
Visit history
Goal progress updates
Mobile-friendly interface
90%

family satisfaction score

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Family Portal
JD
James Davis
Last visit: Today, 2:30 PM
12
Visits this week
4/5
Goals on track
3
New updates
Latest Update
SM
Sarah M.2 hours ago

"James had a great day! Made excellent progress on his communication goals."

Analytics & Reporting

Make data-driven decisions

Custom dashboards and reports give you real-time visibility into every aspect of your agency. Schedule automated reports to your inbox.

Custom report builder
Real-time dashboards
Scheduled report delivery
KPI tracking
Staff performance metrics
Billing analytics
Compliance scorecards
Export to Excel/PDF
50+

pre-built reports

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Analytics
M
T
W
T
F
S
S
Billable Hours
1,284
+8%
Staff Utilization
87%
+3%
Top Performers
SM
98%
JD
97%
MR
96%

Training Management

Track certifications and required training

Monitor staff credentials, assign training courses, and get alerts before certifications expire. Built-in LMS for custom training content.

Credential tracking
Expiration alerts
Training course library
Custom course creation
Completion certificates
Training compliance reports
In-app training assignments
Integration with external LMS
0

compliance gaps

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Training Hub
4 due
Team Compliance
94%
🏆
Expiring Soon
CPR Certification
Sarah M.
5 days
First Aid
John D.
12 days
Med Admin
Lisa K.
20 days

Ready to see it all in action?

Book a personalized demo and see how BrightPath can transform your agency.