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Home care agency software

One platform for every visit, from intake to invoice.

Altis Home Care is home care agency software delivered as your own branded platform. Office staff, caregivers, and families work from one connected record (client intake, scheduling, EVV, care documentation, family updates, and billing exports), with AI that drafts, summarizes, and flags work for your team to approve.

Your agency’s platform

Your domain, logo, terminology, roles, and forms. Caregivers and families see your agency, not ours.

One record per visit

Schedule, EVV, care supports, notes, mileage, and approvals stay attached to the visit through billing.

AI your staff approves

Note cleanup, shift summaries, risk flags, and care-plan suggestions go to a person before they count.

Who it’s for

Built for agencies that deliver care in homes and communities.

If your caregivers or DSPs work in the field and your office has to prove what happened on every shift, Altis Home Care is designed for you.

  • Non-medical home care

    Personal care, companionship, homemaker, and respite services with recurring schedules and involved families.

  • IDD and DSP-led community support

    Direct support professionals delivering community outings, skill-building goals, and 2-to-1 sessions.

  • Private duty agencies

    Private-pay clients who expect clear schedules, consistent caregivers, and updates for family members.

  • Agencies that verify every visit

    Providers that need location-aware clock-in and clock-out, with a documented reason when a visit falls outside the rules.

What it replaces

Stop running the agency across six tools and a group text.

Many agencies piece operations together from spreadsheets, a separate EVV app, free-text notes, email, and month-end billing files. Altis Home Care puts those workflows on one record.

Scheduling

Without a connected system: Schedules live in spreadsheets, and open shifts are filled by phone and group text.

With Altis Home Care: Coverage planning shows availability, client restrictions, blackout windows, and open shifts in one view.

Visit verification

Without a connected system: EVV runs in a separate app, and exceptions get sorted out over email.

With Altis Home Care: GPS-backed clock-in and clock-out, with geofence exceptions routed to a review queue on the visit itself.

Documentation

Without a connected system: Notes arrive late, vary by caregiver, and miss what the care plan asked for.

With Altis Home Care: Care supports turn the plan into a shift checklist, and AI-assisted cleanup improves notes before submission.

Family updates

Without a connected system: Families call the office to ask whether a visit happened and how it went.

With Altis Home Care: A family portal shares the notes and schedule context your agency chooses to share.

Office follow-up

Without a connected system: Mileage requests, time edits, and credential renewals get lost in inboxes.

With Altis Home Care: Action Center turns each request into an assigned, status-tracked task with the visit context attached.

Billing

Without a connected system: Someone rebuilds billable hours from timesheets at the end of the month.

With Altis Home Care: Approved visits become billing-ready records you can filter and export by client, caregiver, and date range.

How it works

Follow one visit from intake to invoice.

Every step writes to the same record, so the office never re-keys what happened in the field.

  1. Intake

    Set up the client

    Capture contacts, service address, authorized hours, mileage limits, care documents, and family visibility.

    Intake and admin
  2. Plan

    Build care supports

    Turn the care plan into shift tasks with frequencies. AI can suggest items from uploaded documents for approval.

    Care coordinator
  3. Schedule

    Match a caregiver

    Assign DSPs by availability, location, skills, and client restrictions, including 2-to-1 coverage.

    Scheduler
  4. Visit

    Deliver and verify care

    The caregiver clocks in inside the geofence, completes care supports, and writes the shift note, even offline.

    DSP or caregiver
  5. Review

    Clear exceptions

    Geofence alerts, missed clock-outs, mileage, and flagged notes land in one queue with AI summaries.

    Office team
  6. Bill

    Export approved visits

    Approved visits, hours, and mileage become billing-ready records, exported by client, caregiver, and date.

    Billing
What each team gets

Every role gets a workspace built for its job.

Role-based access means each person sees the work they own, and nothing they shouldn’t.

Owners and administrators

See the state of the agency without chasing reports.

  • A dashboard of visits needing action, clock-in gaps, open tasks, and billing readiness.
  • Agency-wide settings for roles, forms, service rules, and branding.
  • Audit history that shows who changed what, and when.
Platform features

Everything you expect from home care software, connected.

Grouped the way an agency actually runs, so each capability feeds the next one.

Clients and care plans

Client intake
Contacts, service addresses, authorized hours, mileage pools, files, and coordinator ownership.
Care supports
Checklist tasks from the care plan, with frequencies, medication prompts, and evidence.
Family visibility controls
Decide, client by client, what family users can see.

Scheduling and coverage

Caregiver matching
Availability, location, skills, service rules, and client constraints.
Open shifts and changes
Cancellations, blackout windows, and recurring coverage patterns.
2-to-1 care
Primary and secondary DSPs with clean shift handoffs.

EVV and field work

GPS clock-in and clock-out
Time, location, client, caregiver, and service context on every visit.
Geofence exceptions
Tolerance settings, client-level exceptions, and admin review paths.
Offline-first mobile
Shift documentation stays on the device until connectivity returns.

Office operations

Action Center
Time edits, mileage approvals, blackout exceptions, and credential renewals as tracked tasks.
Workflow automation
Assign forms, send alerts and messages, and schedule follow-ups from triggers.
Custom forms
Agency-specific forms assigned by role, client, or event.

Billing and reporting

Billing readiness
Verification, notes, approvals, and mileage on one billable record.
Exports
CSV export of approved timesheets by client, DSP, date range, and status.
Operational dashboards
Views for owners, schedulers, coordinators, and billing teams.

Workforce and support

Credential tracking
Certifications, licenses, continuing education, and expiration dates.
Training Hub
Videos, SOPs, and self-guided training inside the caregiver app.
In-app support
Help requests become tickets with the context attached.
AI, reviewed by people

AI that takes admin work off your staff and leaves the decisions with them.

Altis Home Care applies AI where agencies lose the most time: rewriting notes, reading long shift reports, building checklists from care documents, and sorting exceptions. AI suggestions are reviewed by a person before they become part of the care record, and automations follow rules your admins set.

  • AI note assistant

    Improves grammar, tone, and clarity of caregiver notes before submission.

    Caregiver accepts or edits
  • Shift summaries

    Condenses long notes and goal progress into a summary coordinators can scan.

    Coordinator reviews
  • Care-plan intelligence

    Reads uploaded care documents and suggests care supports and frequencies.

    Staff approves
  • Risk review

    Flags incident-like wording, sensitive phrases, missed documentation, and escalation signals.

    Coordinator follows up
  • Workflow routing

    Creates tasks, assigned forms, alerts, messages, and follow-ups from operational triggers.

    Rules set by admins
  • Scheduling suggestions

    Recommends caregivers by availability, proximity, skills, client restrictions, and shift rules.

    Scheduler decides
  • Exception triage

    Groups geofence exceptions, missed clock-outs, mileage requests, and billing holds with context.

    Admin resolves
  • Reporting assistant

    Lets owners ask operational questions in plain language instead of digging through exports.

    Owner interprets

Example: one shift note, from draft to done

  1. 1
    DSPWrites a quick note

    At the end of the shift, the caregiver types what happened in their own words.

  2. 2
    AI note assistantSuggests a cleaner version

    Grammar and clarity are improved. The caregiver accepts the edit before submitting.

  3. 3
    Risk reviewFlags a possible concern

    Wording that sounds like a health change is flagged before the note reaches the family portal.

  4. 4
    Workflow routingCreates a follow-up task

    A task lands in the coordinator’s queue with the visit and client context attached.

  5. 5
    Care coordinatorCloses the loop

    The coordinator follows up, documents the outcome, and approves the visit for billing.

Caregiver draft

client went to park ate lunch, sayed she felt dizzy after walk

AI suggestion, accepted by the caregiver

Client went to the park and ate lunch. She said she felt dizzy after the walk.

Possible health concern flagged for coordinator follow-up

Task assigned to the care coordinator: follow up on reported dizziness, with the visit, note, and client profile attached.

  • Caregivers accept or edit every note suggestion.
  • Care-plan suggestions need staff approval.
  • Risk flags route to a person, not an automatic action.
  • Automation rules are set by your admins, with execution logs.
Visit to billing

A visit is billing-ready when everything behind it is.

Instead of rebuilding hours at month-end, your billing team works from visits that already carry their verification, documentation, and approvals.

  • Billing holds show what is missing and who owns the fix.
  • Export approved visits by client, caregiver, date range, and readiness.
  • Export mapping can be configured around your payers and state requirements.

Need a specific payer, clearinghouse, or payroll connection? Bring it to the demo and we’ll confirm what’s supported for your agency.

Visit recordA. Rivera · Personal care · Tue 9:00 AM
  • ScheduleClient, caregiver, service, and planned time
  • EVVClock-in and clock-out time and location, plus any exception reason
  • Care supportsCompleted tasks, medication confirmations, and evidence
  • Shift noteCaregiver note and coordinator-reviewed summary
  • MileageRequested and approved miles against the client’s allowance
  • ApprovalWho reviewed the visit, and when
  1. Needs review
  2. Approved
  3. Ready to bill
  4. Exported
Why Altis Home Care

Home care software, configured around how your agency works.

Your brand, not ours

Each agency gets its own branded deployment: domain, logo, terminology, roles, and portals for staff and families. To your caregivers and clients, it is your agency’s system.

Configured, not forced

Forms, service rules, EVV exceptions, mileage policies, and workflows are set up around your operating model.

One record, intake to invoice

Verification, documentation, and approvals stay on the visit, so billing isn’t a separate project.

AI with a reviewer

AI drafts, summarizes, and flags. Your staff make the call.

Implementation included

Workflow setup, training, and ongoing support come with the deployment.

How onboarding works

  1. 01Discovery

    We map your services, roles, forms, and billing process.

  2. 02Configuration

    We set up your branded platform, workflows, and access.

  3. 03Training

    Office staff and caregivers learn the workflows they’ll use.

  4. 04Go-live support

    We stay close through your first scheduling and billing cycles.

Questions buyers ask

Frequently asked questions

Don’t see your question? Ask us during the demo.

Book a demo
What is Altis Home Care?

Home care agency software from Altis Software. It covers client intake, caregiver scheduling, EVV, care documentation, family updates, office workflows, and billing exports, delivered as a branded platform for each agency.

Can it carry our agency’s branding?

Yes. Each deployment can use your domain, logo, terminology, and role structure, so staff, caregivers, and families see your agency.

Does the AI make decisions on its own?

No. AI suggestions (note edits, summaries, care-plan items, and risk flags) are reviewed by a person. Automations run on rules your admins configure, and runs are logged.

Can caregivers document visits without a signal?

Yes. Shift capture is offline-first: documentation stays on the device and syncs when connectivity returns.

How does EVV handle visits outside the geofence?

Geofence tolerance and client-level exceptions can be configured. A visit outside the rules is captured with a reason and routed to an admin review queue instead of being blocked.

Which integrations are supported?

Approved visits can be exported as CSV with configurable mapping rules. If you depend on a specific payer, state aggregator, clearinghouse, or payroll system, bring it to the demo and we’ll confirm what’s supported.

What does onboarding include?

Discovery, configuration of your branded platform and workflows, training for office staff and caregivers, and support through go-live.

Book a demo

See Altis Home Care running your agency’s workflows.

Tell us a little about your agency and we’ll tailor the demo to your services, team size, and current tools.

  • A walkthrough built around your services and roles.
  • A look at the caregiver app, EVV exceptions, and billing exports.
  • Straight answers on integrations and fit.

Submitting opens an email to our sales team with your answers filled in, so you can review it before sending.