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Every visit.
Everyone connected.

Home care takes a whole team.
Give yours one place to work.

CareBase brings scheduling, care documentation, staff, and billing together—so the details stay connected to the people who matter.

Let’s talk about your agency Explore the platform

A little less chasing.
A lot more caring.

One visit, connected from
the office to the front door.

Illustrative workflow
  1. The right care, planned.

    Care plan ready. Caregiver assigned.

    Before the visitScheduling + care plans
  2. A visit you can follow.

    Check-in captured. Care documented.

    At the doorstepEVV + visit notes
  3. The details, accounted for.

    Notes reviewed. Billing in view.

    Back at the officeReview + claims

Built around the way home care works.

From first referral to ongoing care

The whole picture.
Without the loose ends.

Explore the tools that keep your office, caregivers, and clients moving together. Start with the part of your day that needs a little more clarity.

Start with the person. Keep their story together.

Move from referral to a clear plan of care, with the client’s needs, documents, and care team connected along the way.

Intake & referrals
Track referrals and guide new clients through intake with the information your team needs.
Client profiles & forms
Keep contacts, care preferences, service requirements, and client forms in one place.
Assessments & care plans
Use configurable assessments, define care goals, and manage reviews and signatures.
Explore this in your demo
CareBaseIllustrative example

A plan built around Margaret

Margaret WilsonPersonalized care, shared context
  • Intake documentsCompleted
  • Initial assessmentReviewed
  • Personal care planActive
  • Care teamAssigned

The next visit starts with the right context.

Connected records. Clear next steps.

Good care lives
in the details.

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.

See your team’s workflow
Office & operations
Coordinate intake, recurring shifts, staff availability, authorization balances, and billing from the same platform.
Clinical & supervisory teams
Build care plans, review assessments and visit notes, follow up on incidents, and track care documentation.
Caregivers & families
Keep visits, care updates, and communication close at hand, with access shaped around each person’s role.

A few things
you might be wondering.

There’s a lot that goes into running a care agency. We’re here to walk through the details with you.

Let’s talk
What can my agency manage in CareBase?

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.

  • A walkthrough shaped around your priorities
  • A closer look at the features you need
  • Time for your team’s questions
Prefer to start with an email?support@carebase.com

Let’s meet your agency.

Request a personalized CareBase demo.

We’ll use these details to respond to your demo request.