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.
Meal prep and community walk completed. One note flagged for coordinator follow-up.
Review noteApprove visit
Current shiftA. RiveraInside geofence
Medication reminder
Lunch prep
Community walk
Write shift noteSaved on device · syncs automatically
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.
Without a connected systemWith Altis Home Care
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.
01
Intake
Set up the client
Capture contacts, service address, authorized hours, mileage limits, care documents, and family visibility.
Intake and admin
02
Plan
Build care supports
Turn the care plan into shift tasks with frequencies. AI can suggest items from uploaded documents for approval.
Care coordinator
03
Schedule
Match a caregiver
Assign DSPs by availability, location, skills, and client restrictions, including 2-to-1 coverage.
Scheduler
04
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
05
Review
Clear exceptions
Geofence alerts, missed clock-outs, mileage, and flagged notes land in one queue with AI summaries.
Office team
06
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.
Agency overview
Visits needing actionReview
Clock-in gaps todayAssigned
Billing readinessOn track
Credential renewalsThis month
Schedulers
Fill shifts with the right caregiver the first time.
Availability, blackout windows, and client restrictions in one planning view.
Open-shift and canceled-visit handling, plus recurring coverage patterns.
Primary and secondary DSP assignments for 2-to-1 care.
Coverage board
Tue 9:00 AM · Personal careOpen shift
Tue 1:00 PM · 2-to-1 outingMatched
Wed 8:00 AM · RespiteConfirm DSP
Thu · Client blackoutBlocked
Care coordinators
Keep every client’s plan current and every shift documented.
Client profiles with care documents, goals, contacts, and assigned staff.
Care supports with frequencies from once per shift to weekly.
AI shift summaries and risk flags to review instead of reading every note.
Client care plan
Medication reminderEvery shift
Community walkDaily
Shift summaryReview
Goal progressUp to date
DSPs and caregivers
Know exactly what today’s shift needs, from a phone.
Clock-in, care supports, notes, mileage, and clock-out in one mobile flow.
Offline capture that syncs when the connection returns.
In-app training, SOPs, chat, and help requests.
Today’s shift
Clock inInside geofence
Care supportsIn progress
Shift noteDraft saved
MileageAdd trip
Billing teams
Bill from approved visits, not rebuilt timesheets.
Billing status on every visit, with holds that name what is missing.
Filters and CSV export by client, caregiver, date range, and readiness.
Export mapping rules configured around your payers and state.
Billing queue
Approved visitsReady to bill
Missing clock-outOn hold
Mileage over allowanceNeeds review
Weekly exportCSV
Families
Stay informed without calling the office.
Visit notes and schedule context your agency chooses to share.
Structured concern reporting with a documented response.
Chat with the office from the family portal.
Family portal
Today’s visitCompleted
Shift noteShared
Next visitThu 9:00 AM
Report a concernOpen form
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
DSPWrites a quick note
At the end of the shift, the caregiver types what happened in their own words.
2
AI note assistantSuggests a cleaner version
Grammar and clarity are improved. The caregiver accepts the edit before submitting.
3
Risk reviewFlags a possible concern
Wording that sounds like a health change is flagged before the note reaches the family portal.
4
Workflow routingCreates a follow-up task
A task lands in the coordinator’s queue with the visit and client context attached.
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
Needs review
Approved
Ready to bill
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.
care.youragency.com
Your Agency CareSign in
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
01Discovery
We map your services, roles, forms, and billing process.
02Configuration
We set up your branded platform, workflows, and access.
03Training
Office staff and caregivers learn the workflows they’ll use.
04Go-live support
We stay close through your first scheduling and billing cycles.
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.