30+ Enterprise Features Included

Everything Your Agency Needs. Built In.

One unified platform connecting agencies, caregivers, and families. No add-ons, no hidden modules, no per-feature pricing — every tool you need from day one.

The real product — real data

Every tool, one screen

From scheduling and EVV to Medicaid billing and denial prevention — here's the BridgeCare OS agency dashboard on real demo data.

BridgeCare OS agency dashboard showing active clients and caregivers, today's shifts, pending invoices, a live activity feed of completed shifts, and shift-completion rate.
Deep dives by feature

The features that matter, explained.

Pricing, EVV state aggregator coverage, Medicaid billing flows, caregiver app workflow, family portal — broken down by feature for buyers who want detail.

Claim Readiness

A pre-bill audit on every visit — EVV completeness, authorization overruns, documentation gaps, service-code mismatches — so denials get fixed before you submit. AI documentation review included.

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Family Portal

A built-in family portal — real-time visit updates, care plans, billing, messaging. Included on every plan. Rare in this category.

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EVV

Electronic Visit Verification with native Sandata, HHAeXchange, and Netsmart integrations. GPS + telephony. 21st Century Cures Act compliant.

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Scheduling

Drag-and-drop scheduling with intelligent client-caregiver matching, open-shift broadcasting, overtime guards, and live visit monitoring.

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Medicaid EDI Billing

ANSI X12 837P claim generation, multi-payer rate schedules, claim scrubbing before submission, denial management, automatic 835 remittance posting.

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Caregiver Mobile App

Progressive Web App — installs on iOS, Android, and Web without an App Store download. Clock-in/out, EVV, documentation, shift swaps, secure messaging.

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AI Insights

AI documentation review against the care plan, hospitalization-risk scoring, care-decline detection, and staffing forecasts — on your own AI key.

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Recruiting & HR

Hire, onboard, and keep caregivers compliant — built-in ATS, Checkr background checks, digital onboarding, and credential tracking with expiry alerts.

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Reports & Analytics

30+ report types, real-time dashboards, CSV exports, ACA / 1095-C data, and an immutable HIPAA audit trail — see the whole agency in numbers.

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CRM & Marketing

Grow faster — track referral sources, manage your pipeline, convert leads to clients, and measure marketing ROI by source and territory.

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Agency Command Center

Run the whole agency from one dashboard — real-time scheduling, billing, HR, compliance, and reporting across every location and payer.

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Caregiver Experience

Keep your best caregivers — rewards, mileage reimbursement, training, and preference-aware scheduling that respects their time.

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Communication Hub

Keep the whole team connected — in-app chat, SMS shift alerts, broadcast messaging, and HIPAA-secure messaging in one place.

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One Platform. Every Stakeholder.

Built to serve the three groups that make home care work — connected through a single operating system.

Field Staff Mobile Hub

Everything caregivers need right in their pocket — schedules, clock-in, care docs, and team communication.

  • Mobile-first schedule and shift view
  • GPS and telephony EVV clock-in
  • Care documentation and task checklists
  • In-app messaging and notifications
  • Mileage tracking and availability

Patient & Family Portal

Transparent care plans, real-time visit updates, and direct messaging so families always stay informed.

  • Real-time visit updates and notes
  • Care plan and schedule visibility
  • Caregiver profiles and reviews
  • Online invoice viewing and payment
  • Direct messaging with care team

30+ Tools. Zero Add-On Fees.

Enterprise-grade features across scheduling, billing, compliance, HR, and AI — all included in every plan.

Smart Scheduling

Intelligent scheduling that matches the right caregiver to the right client, every time.

  • AI-powered client-caregiver matching
  • Drag-and-drop shift management
  • Conflict detection & overtime alerts
  • Open shift broadcasting & auto-fill
  • Recurring shifts & calendar views
  • Multi-location schedule coordination

Electronic Visit Verification

Stay compliant with federal and state EVV mandates through GPS and telephony verification.

  • GPS clock in/out with geofencing
  • Telephony EVV via Twilio IVR
  • Real-time visit tracking & live map
  • State aggregator integration (Sandata, HHAeXchange, Netsmart)
  • 21st Century Cures Act compliant
  • FHIR R4 patient-compartment export (US Core profiles)
  • Visit deviation alerts & reporting

Billing & Payments

End-to-end billing automation from invoice generation to Medicaid EDI claims and payment collection.

  • Medicaid EDI claims (ANSI X12 837P)
  • Stripe credit card payments
  • Split billing with family payment links
  • Automated invoice generation
  • QuickBooks, ADP & Gusto payroll export
  • Multi-payer rate management

HR & Recruiting

Hire, onboard, and manage your workforce with built-in ATS, background checks, and credential tracking.

  • Built-in applicant tracking system (ATS)
  • Checkr background check integration
  • Digital onboarding (W-4, I-9, e-sign)
  • Credential & certification tracking
  • Expiration alerts & compliance reminders
  • Caregiver safety & incident reporting

Family & Client Portal

Give families the transparency they deserve with real-time updates, care plans, and direct messaging.

  • Real-time visit updates & shift notes
  • Care plan visibility & documentation
  • Secure messaging with care team
  • Online invoice viewing & payment
  • Caregiver profiles with reviews
  • Emergency contact management

Communication Hub

Keep your entire team connected with in-app chat, SMS alerts, and shift broadcast messaging.

  • In-app team chat with channels & DMs
  • SMS notifications via Twilio
  • Shift broadcast messaging
  • Secure HIPAA-compliant messaging
  • Built-in webmail (IMAP)
  • Real-time push notifications

CRM & Marketing

Track referrals, manage your pipeline, and measure marketing ROI to grow your agency faster.

  • Referral source tracking & pipeline
  • Lead-to-client conversion tracking
  • Marketing ROI analytics
  • Field marketing campaign management
  • Territory management
  • Funnel reporting & dashboards

Reports & Analytics

30+ report types across six categories with CSV export, saved templates, and real-time dashboards.

  • 30+ built-in report types
  • Hospitalization & outcomes tracking
  • CSV export & saved report templates
  • ACA compliance & 1095-C data
  • Real-time operational dashboards
  • Immutable HIPAA audit trail

AI-Powered Insights

Predictive analytics and intelligent recommendations to improve care quality and reduce risk.

  • AI documentation-gap review (note vs care plan)
  • Predictive hospitalization-risk scoring
  • Care decline detection & alerts
  • Staffing optimization & burnout prediction
  • AI document extraction (OCR) & care-plan recommendations
  • Configurable AI engine per agency (use your own key)

Enterprise Security

HIPAA-ready infrastructure on SOC 2-aligned controls — AES-256 PHI encryption, immutable audit trails, triple MFA, and SSO.

  • Field-level PHI encryption (AES-256)
  • HIPAA-ready · SOC 2-aligned controls
  • Role-based access controls (RBAC)
  • Triple MFA (TOTP, email, SMS)
  • SSO with SAML 2.0 & OIDC
  • Immutable audit trails & session management

White-Label Platform

Make BridgeCare OS your own with custom branding, domains, and agency-specific login pages.

  • Custom domains with auto SSL
  • Branded logos, colors & login pages
  • Self-serve agency signup flows
  • Per-agency settings & timezone
  • Multi-location management
  • Custom email templates

Caregiver Experience

Retain top talent with rewards, mileage tracking, training, and tools that respect their time.

  • Rewards & recognition program
  • Mileage tracking & reimbursement
  • Training & course management
  • Availability & preference management
  • Rich profiles with reviews & ratings
  • Mobile-first schedule access

Connects to the Tools You Already Use

Seamless integrations with your existing payroll, payments, communications, and compliance systems.

QuickBooks

Sync invoices, payments, and payroll data for seamless accounting.

ADP

Export payroll data, hours worked, and tax information directly to ADP.

Gusto

Automated payroll sync for caregiver hours, deductions, and benefits.

Stripe

Accept credit card payments online with secure, PCI-compliant processing.

Twilio

SMS notifications, telephony EVV, and IVR-based clock in/out for field staff.

Checkr

Automated background checks and screening directly from the hiring workflow.

Try Every Feature Right Now

Explore scheduling, EVV, billing, family portal, and more in a fully loaded demo. Enter your email for instant access.

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