For Home Care, Home Health & Hospice

The Back-Office OS for Home Care

Run the back office on autopilot — so your team runs the care. An AI-powered operations layer that sits on top of the tools your agency already uses.

Book a 20-min call See how it works

The problem

Your agency's back office is broken — and it's costing you shifts, compliance, and margin.

Most agencies don't have a demand problem. They have a broken back-office operation — juggling caregivers, visits, authorizations, and billing across tools that don't talk — and it quietly costs filled shifts, compliance, and revenue every day.

If this sounds familiar:

Caregivers, clients, schedules & visits scattered across disconnected tools

Last-minute call-offs leave open shifts and a scramble to fill them

Credentials, licenses & training expirations tracked by hand — a compliance risk

EVV & visit documentation is manual and error-prone

Missed authorizations mean visits go unbilled; denials eat your margin

No real-time view of visits, caregiver utilization, or revenue

Your coordinators spend their days firefighting instead of growing the agency — and money leaks out through every gap.

The fix

One system that runs the whole back office.

The Back-Office OS is an AI + automation layer that sits on top of the tools your agency already uses — your agency-management / EHR, scheduling, EVV, phone, forms, and billing — and runs the busywork for you. We map your workflows and automate them. No rip-and-replace.

Every referral & inquiry captured — hospitals, case managers, calls

Caregiver–client matching & scheduling; open shifts filled faster

Credentials, licenses & training expirations flagged before they lapse

EVV & visit documentation checked automatically

Authorizations tracked so no visit goes unbilled

Billing & claims prepped; denials & missing info caught early

Care coordination & family updates handled

Live dashboards: visits, caregiver utilization & margin

Your existing tools

Agency softwareSchedulingEVVPhoneFormsBilling

→

Back-Office
OS

→

What you get

One system of recordFilled shiftsCompliance on trackFaster billing

Built to be trusted

Your client & caregiver data stays yours.

We don't move your data into some new platform. The OS runs on top of the tools your agency already uses — with privacy, oversight, and control built in from day one.

Data stays in your systems

Client, caregiver, and visit data never leaves your agency software, scheduling, and EVV — we automate on top of them, not around them.

HIPAA-aware & EVV-ready

Designed with home-care compliance in mind — from HIPAA privacy to Electronic Visit Verification.

Human-in-the-loop

Every automation runs with guardrails and oversight. AI assists your team — it never acts unchecked.

You stay in control

Full visibility into what runs and why — with the ability to pause or adjust anything, anytime.

How we work

Clear, low-risk, fast.

Map it

A short audit of your operation, tools, and exactly where shifts, compliance, and revenue leak.

Agree the outcome

We scope to a result and a fixed price. You decide before we build.

Build on your stack

We build the OS on top of your existing tools — in weeks, not quarters.

Run & improve

We operate and optimize it for you, reporting against the outcome we agreed.

Proof — from the healthcare operations we run today

less manual data entry

saved per coordinator, weekly

unified system of record

"They automated our processes and cut manual data entry by 40% — often solving problems before they arose."CEO · multi-site healthcare operation · Verified Client

Who you'll work with

Rupam Patra

Founder & Salesforce Architect

You work directly with me — not a hand-off to a junior team. I built and still run the entire revenue operation for a live multi-site healthcare business, so I know exactly where a care operation's hours and money hide. The architect who builds your system is the one who answers your first call.

5+ yrs Salesforce ArchitectMS · Northeastern (AI focus)7 Salesforce certs · Copado & AWSHIPAA & 42 CFR Part 2-aware

Connect on LinkedIn

Let's talk

Let's find what's broken — and fix it first.

Book a focused 20-minute call. No pitch, no slides — just a clear read on where your operation is leaking hours and revenue, and the highest-ROI place to start.

Book a 20-minute call

Start with one fix. Fixed price.You approve scope & cost before we build.Scale only when it works.