The Ultimate Homecare Provider Software Checklist

You’re juggling the latest state and federal regulations, managing day-to-day operations, and providing the best possible care to your members – it’s no secret that running a homecare agency is no easy feat. To help make managing your business easier, we’ve outlined the ultimate homecare provider software checklist. 

Streamline Operations With EVV 

Providers have often adopted EVV as a standalone technology tool, resulting in a cluttered agency environment with multiple disparate systems. However, EVV should be viewed as the central engine that drives successful agency management. A user-friendly integrated EVV system allows providers to: 

• Manage everything from referral and intake management to scheduling, billing, and compliance – all in one platform 
• Avoid caregiver overlap and overtime 
• Capture plan of care tasks and duties at clock out 
• Ensure each member is receiving the right care, from the right person, at the right time 

Simplify Billing and Payroll 

Instead of spending time processing invoices and payroll manually, agencies should implement systems that can improve first-pass claims acceptance rates, resulting in fewer denials – and ensuring that you get paid faster. With an automated one-step invoicing system agencies can: 

• Better coordinate payments and manage split billing 
• Guarantee receipt of electronic remittances 
• Customize invoice templates based on payer 
• Accurately calculate payroll hours by caregiver 
• Improve communication with accounting packages and payroll companies 

Ensure Compliance 

Keeping up with the ever-changing regulations and requirements in the homecare industry is a significant challenge. An agency management system addresses it by: 

• Keeping track of changing regulations and requirements 
• Alerting providers to any member who is no longer eligible for services 
• Notifying providers before caregivers fall out of compliance 
• Ensuring providers get paid for the services they provide 
• Maintaining a full audit trail of visit information, including validated times and duties performed 

Improve Patient Outcomes 

As the homecare industry shifts to a value-based care model, improving patient outcomes and having the quality metrics to demonstrate your value will be two main determining factors of your agency’s success. A Value-Based Care tool enables you to: 

• Allow caregivers to collect and record patient risk, social determinants of health, and health-related observations upon clock-out 
• Empower aides to play a key role in patient risk detection and quality improvement 
• Avoid adverse and costly events such as emergency room visits and hospital readmissions 

Implement an Effective Human Resource Management System 

Human resources is another important business function that can often become overwhelming for agencies to manage manually. With an integrated HR solution, agencies can: 

• Track caregiver trainings, upload certifications, and track criminal background checks, medicals, evaluations, and I-9 forms 
• Manage staff’s in-services training, including reminders for caregivers, missing in-services, and tracking continuing education 
• Keep an up-to-date profile on each employee’s demographics, emergency contacts, history, and notes 
• Understand the sources delivering your best employees and run periodic analyses for future hiring 
• Keep track of expenses and any additional PPE needed for caregivers 

Uncover Real-Time Data Insights 

Using data to drive your homecare agency’s decisions can propel your agency’s growth and differentiate your business from competitors. Utilizing a software like HHAeXchange’s Business Intelligence tool allows you to: 

• Make quick and smart decisions based on real-time data. 
• Analyze your business needs by measuring compliance, efficiency, caregiver performance, plan of care adherence, and more. 

Running a homecare agency is tough. We make it easier. The HHAeXchange homecare solution helps lighten the load so you can focus on growing your business. Discover how Summit Home Care utilizes HHAeXchange to ensure compliance and boosts efficiency.