Everything from the booking to the paycheck, on one visit record.
Not a time clock plus a spreadsheet plus a billing tool. One record per visit that scheduling, verification, signatures, payroll and billing all read from, so nothing is typed twice.
Plan the work
Scheduling
One-off and repeating visits or shifts, generated ahead on a rolling basis. A calendar board by day and week, open shifts that workers can pick up, and checks at booking for double bookings, expired credentials and authorizations that would run out.
Repeating schedules (weekly, every other week, custom days)
Open shifts with worker pick-up and office approval
Conflict, credential and authorization checks when you book
Late and missed visit alerts within minutes
Care plans and task lists
A plan per client with goals and tasks: bathing and meals for home care, a checklist for cleaning, post orders for security, a scope of work for construction. Tasks show on every visit and the worker marks each one done, refused or not needed.
Required tasks that must be answered before clock out
Review dates so plans are kept current
Task results on the visit record and in the client portal
Verify the visit
EVV clock in and out with geofence
The worker taps clock in at the address. Ovel EVV records the time from the server, the GPS position and its accuracy, and the distance from the client's geofence. The same happens at clock out. Location is read only at those two moments, not during the visit.
Geofence radius per client or site
GPS accuracy stored with every position
Office entry for a forgotten clock in, always with a reason code
All six EVV data elements on every visit
Exceptions with reason codes
Anything unusual becomes an exception for the office: clock in away from the address, no GPS, late arrival, early departure, missing clock out, a visit much shorter or longer than scheduled, unscheduled visits, over the authorization, required tasks missing.
Resolve with a reason code: forgot to clock in, no signal, schedule change and more
The original verified times are kept beside every edit
Manual visits are listed separately for audit
Progress notes
A note on every visit: a progress note in home care, a shift report in security, a daily log in construction. Supervisors review notes, and you choose which notes the client can read.
Notes tied to the visit and the worker
Shared or office-only per note
Searchable history per client
Sign and approve
Timesheets with worker and client e-signatures
Weekly timesheets are built from verified visits. The worker signs in the app. The client signs on the worker's phone, in the client portal or from a signed link. Each signature is stored with the signer, time, device and a fingerprint of what was signed.
Signature status board: who still has to sign
Send back for re-signing with a reason: all signatures are cleared
Any change to a signed timesheet clears its signatures
Print or save each timesheet as a PDF
Pay and bill
Pay rule engine
Rates by default, by service, by worker, by worker and service, or by client. Weekly overtime after 40 hours, optional daily overtime and double time, a 1.5 multiplier, and the blended (weighted average) regular rate when a worker has several rates in a week. Holiday premiums and a mileage rate per mile.
Overtime method: blended rate or standard
Daily overtime off by default, on for states that use it
Every rule is a setting with its formula shown
Payroll runs and exports
A payroll run for any period from approved timesheets: regular, overtime and double-time hours, gross pay and a per-service breakdown for every worker. Export a plain CSV, an Excel-ready file, or an import file for the major payroll products. Workers see their pay statements in the app.
Runs from approved timesheets only
Import files for the major payroll products
Pay statements in the worker app
Payers
Payer profiles for Medicaid, Medicaid managed care, Medicare, Medicare Advantage, private insurance, the VA, long-term care insurance and private pay. Each payer keeps its electronic payer ID, claim format, unit size and rounding rule.
Unit size and rounding rule per payer
Contacts and claim format per payer
Authorizations and units
Per client, payer and service: the authorization number, procedure code and modifiers, units per week, month or in total, and the start and end dates. 15 minutes is 1 unit by default. Utilization shows scheduled, used and remaining units, with alerts before expiry and when a visit would go over.
Units from verified minutes with the payer's rounding rule
Alerts before an authorization expires or runs out
Utilization report per client and payer
Invoices and claim files
Private-pay invoices from approved visits, with a public link for the customer to view. Claims per payer from verified visits with procedure codes and units, exported as an 837P-style file and a CSV for your clearinghouse or biller. Record payments and denials.
Invoices from approved visits, nothing typed twice
837P-style and CSV claim exports
Payments, denials and ageing
EVV data export
Export verified visits with the six EVV data elements, reason codes and edit history in a standard layout for a state aggregator or an auditor. Live submission to a state aggregator, which needs state certification, is part of the Care Connect plan on request.
Six elements, reason codes and manual edit history
Date range and payer filters
Live aggregator submission on request (Care Connect)
Stay in touch
Messages
Threads between the office and a worker, a client, or everyone at once for announcements. Unread counts in all three portals, with an email or text nudge.
One thread per person or group
Announcements to all workers
Client portal
Clients, family members and customer contacts see upcoming and past visits, who is coming, tasks done, shared notes, timesheets to sign, invoices and messages. They join with your company code and you approve them.
Sign timesheets online
See invoices and shared notes
Free for every client
Worker app
A fast web app for any smartphone, no store install: today's visits, one-tap clock in and out, the task list, notes, timesheets to sign, open shifts, messages and pay statements. Workers join with your company code or an invitation.
Works on iPhone and Android in the browser
Add to the home screen like an app
Forgot password on every portal
See and protect
Reports
EVV compliance (verified rate and exceptions by type), hours audit, weekly hours per worker, authorization utilization, payroll summary, billing and ageing, and credentials about to expire. Every report exports to CSV and prints.
Dashboard: today's visits by state
Weekly hours to spot overtime early
CSV and print for every report
Security and access
Every company's data is kept apart. Roles for owner, scheduler, supervisor, payroll, billing and viewer decide who can see and change what. Edits to visits keep an audit trail, uploads are checked and stored privately, and signatures carry a fingerprint of what was signed.
Role-based permissions
Audit trail on visit edits and signatures
Private file storage, encrypted connections
Healthcare customers sign a business associate agreement before storing health information
See it with real-looking data.
The live demo has a fictional company with a week of visits, exceptions, signed timesheets, a payroll run and invoices. Logins are on the sign-in page.