A note that’s complete. A visit that’s accounted for. A family that feels informed. Give every part of care a place to belong.
Documentation that fits your care.
Build assessments, care plans, and visit notes around the information your team needs. Keep the structure consistent while giving each client a personal plan.
Custom form templates and required fields
Care goals, interventions, and progress tracking
Signature capture, PDF export, and fax workflows
A clearer view of every visit.
Connect the schedule to what happens in the field. Give your office the context to follow up on missed visits, outstanding notes, and changes in care.
GPS check-in and check-out with visit times
Missed-visit reasons and documentation
Visit note review and incident follow-up
Keep families in the conversation.
Give sponsors a dedicated place to follow care, read updates, and message caregivers. Keep communication connected to the people receiving care.
Daily care reports and monthly summaries
Caregiver messaging in the sponsor portal
Invoice visibility and reviewed incident updates
One team. A shared understanding.
From the person building tomorrow’s schedule to the caregiver arriving today, everyone has a role. CareBase gives them the tools for it.
CareBase brings together client intake and referrals, assessments, care plans, scheduling, electronic visit verification, visit notes, staff credentials and training, authorizations, claims, invoices, payroll, and reporting. The feature explorer above shows how these tools support different parts of your day.
Can we use our own forms and care templates?
Yes. Template builders let your team configure assessments, care plans, and visit notes with sections, different field types, and required information. You can adapt documentation to your agency’s workflows and keep a consistent structure across the team.
How does electronic visit verification work?
Caregivers can check in and out with location capture and visit times. Office teams can review visit information in the EVV dashboard and reports. During your demo, we can review your state and payer workflow and discuss the configuration your agency needs.
What can caregivers and family members access?
Caregivers have tools for their schedules, check-in, and visit documentation. Sponsors have a dedicated portal for care reports, messages, and invoices. Role-based permissions separate the workflows available to administrators, clinical staff, caregivers, and sponsors.
Can we manage staff readiness as well as client care?
Yes. CareBase includes staff profiles, onboarding, credential expiration alerts, training courses and sessions, and competency tracking. Your team can keep workforce records alongside the scheduling and care workflows they support.
What should we bring to a demo?
Bring the workflows you want to improve: a scheduling challenge, a care-documentation process, a billing requirement, or a form you use today. Include your agency size and priorities in the request below so the walkthrough can focus on what matters to your team.
Bring your day into better focus.
Tell us a little about your agency. We’ll explore how CareBase can support your team, your workflows, and the people in your care.