Features

Every feature we’ve built solves a problem you face daily. From staffing gaps to compliance anxiety, we’ve built services that solve your toughest operational challenges. Each solution integrates seamlessly into one intelligent platform, so you can stop managing systems and start delivering exceptional care.

Staffing

Care on Board’s staffing service solves the challenge of finding qualified caregivers to fill open shifts. By intelligently matching available caregivers to client needs based on skills, certifications, and location, we help agencies eliminate staffing gaps and ensure every shift is covered by the right person. This means fewer no-shows, better care continuity, and less time spent desperately searching for coverage.

The Problem

Open shifts with no one to fill them. Last-minute callouts leaving clients without care. Hours spent calling through your caregiver roster hoping someone is available.

How CareOnboard Helps

Our intelligent staffing system automatically identifies qualified caregivers for open shifts based on their skills, certifications, proximity to the client, and real-time availability. When a shift needs coverage, the system instantly shows you who can fill it or automatically notifies qualified caregivers to claim it.

What you get

  • Instant Coverage Solutions: See all qualified, available caregivers for any open shift in real-time
  • Smart Caregiver Matching: Automatic filtering by required skills, certifications, client preferences, and geographic location
  • Shift Broadcasting: Push open shifts to qualified caregivers via SMS and app; first to respond gets assigned
  • Backup Planning: Identify backup caregivers automatically so you’re never caught without coverage

Real Impact

Agencies using our staffing tools reduce time spent filling open shifts by 75% and decrease unfilled shifts by 35%, ensuring consistent care coverage.

Scheduling

Care on Board’s scheduling service transforms appointment management from a time-consuming task into an automated, intelligent system. This helps agencies eliminate scheduling conflicts, reduce administrative burden, and ensure clients receive timely, consistent care. By streamlining the entire booking process, we enable providers to spend less time managing calendars and more time delivering quality care.

The Problem

Double-bookings. Scheduling conflicts. Endless phone calls to confirm appointments. Manual calendar updates that consume hours of your staff’s time every day.

How CareOnboard Helps

Our AI-powered scheduling system optimizes appointments based on caregiver location, client preferences, visit requirements, and route efficiency. No more juggling multiple calendars or manually coordinating complex schedules.

What you get

  • AI-Driven Optimization: Smart algorithms create efficient schedules that minimize travel time, respect caregiver preferences, and maximize client satisfaction
  • Real-Time Updates: Instant visibility into all schedule changes across your entire team; everyone stays synchronized automatically
  • One-Click Booking: Schedule appointments in seconds with intelligent suggestions based on availability, proximity, and care requirements
  • Conflict Detection: Automatic alerts prevent overlapping appointments, missed breaks, and scheduling errors before they happen

Real Impact

Agencies using our scheduling system reduce booking time by 70% and eliminate 90% of scheduling conflicts while improving on-time arrival rates.

Care Coordination

Our care coordination tools bring together all members of the care team (agencies, caregivers, and families) on one unified platform. This fosters transparency, reduces errors, and ensures that everyone involved is aligned around each individual’s care plan. The result is improved collaboration, continuity, and overall quality of care.

The Problem

Miscommunication. Fragmented information. Care plans that exist in three different places. Families asking questions no one can answer.

How CareOnboard Helps

We bring everyone (agencies, caregivers, families, and medical professionals) onto one unified platform where care plans, updates, and communication flow seamlessly in real time.

What you get

  • Unified Care Hub: One digital space where all care documentation, schedules, and communication live
  • Real-Time Updates: When a caregiver logs a note, everyone authorized sees it instantly
  • Collaborative Task Management: Assign, track, and complete care tasks with full visibility across roles
  • Family Portal Access: Families view care notes, schedules, and progress without disrupting workflows

Real Impact

Care coordination errors drop by 47% when teams use a single source of truth instead of emails, texts, and paper notes.

Administrative Support

Care on Board offers comprehensive administrative support services that handle everyday operational tasks like scheduling, reporting, and communication. This helps agencies reduce manual processes, prevent burnout, and redirect their time and energy toward serving individuals more effectively.

The Problem

Drowning in paperwork. Reporting deadlines that sneak up on you. Staff spending more time on admin tasks than supporting clients.

How CareOnboard Helps

We automate repetitive administrative work—scheduling, reporting, data entry, and communication freeing your team to focus on strategic priorities and direct care support.

What you get

  • Automated Reporting: Generate compliance, performance, and financial reports with one click
  • Template Libraries: Pre-built forms, checklists, and workflows that adapt to your agency’s needs
  • Bulk Actions: Update multiple records, send mass communications, or process batches in seconds
  • Smart Reminders: Automatic alerts for upcoming deadlines, renewals, or incomplete documentation

Real Impact

Administrative staff reclaim an average of 18 hours per week when routine tasks are automated.

Billing and Invoicing

Our billing and invoicing system integrates seamlessly with agency workflows, automating documentation, payment tracking, and reporting. This reduces errors, shortens payment cycles, and provides transparency across all financial activities, ensuring providers and agencies get paid accurately and on time.

The Problem

Payment delays. Billing errors that cost you thousands. Invoices that take days to prepare and weeks to get paid.

How CareOnboard Helps

Our billing system syncs directly with care delivery data, automating invoice generation, payment tracking, and reconciliation so you get paid faster and more accurately.

What you get

  • Automated Invoice Generation: Every logged visit automatically becomes a billable entry
  • Multi-Payer Support: Handle Medicaid, private pay, insurance, and mixed funding sources in one system
  • Payment Tracking Dashboard: See outstanding invoices, payment status, and aging reports at a glance
  • Error Detection: Built-in validation flags missing signatures, incorrect rates, or documentation gaps before submission

Real Impact

Agencies reduce billing errors by 40% and shorten payment cycles by an average of 11 days.

Documentation Management

With Care on Board’s documentation management tools, agencies can store, update, and retrieve records effortlessly. This not only enhances compliance and accountability but also improves communication across teams. Easy access to information ensures that every decision is based on up-to-date, reliable data.

The Problem

Missing documents during audits. Version control nightmares. Searching through filing cabinets (or worse, email threads) to find critical records.

How CareOnboard Helps

Centralized, searchable, cloud-based documentation that’s always up-to-date, secure, and audit-ready. Every note, form, and record is stored, tracked, and accessible in seconds.

What you get

  • Centralized Repository: All client records, care plans, incident reports, and compliance documents in one place
  • Version Control: Track who edited what and when; restore previous versions if needed
  • Smart Search: Find any document in seconds using filters like date, client name, or document type
  • Secure Sharing: Role-based permissions ensure only authorized users access sensitive information

Real Impact

Audit preparation time drops from 40+ hours to under 4 hours when documentation is organized and searchable.

Compliance Support

Our platform supports regulatory compliance by automating documentation tracking, audits, and reporting. We help agencies stay ahead of changing requirements while minimizing risk and administrative stress. The result is peace of mind knowing that every part of the operation meets the highest standards of care and accountability.

The Problem

Regulatory complexity. Audit anxiety. Keeping up with changing requirements while running day-to-day operations.

How CareOnboard Helps

Built-in compliance monitoring tracks documentation requirements, alerts you to gaps, and generates audit-ready reports automatically—so you’re always prepared, never surprised.

What you get

  • Compliance Dashboard: Real-time view of your compliance status across all regulatory domains
  • Automated Alerts: Notifications for missing documentation, expired certifications, or policy violations
  • Audit Trail Logging: Every action is tracked and timestamped for complete accountability
  • Regulatory Updates: We monitor changing requirements and update the platform accordingly

Real Impact

Agencies using compliance automation pass audits 94% faster with zero critical findings.

Automation and Voice to Note Logging

Care on Board integrates cutting-edge automation features, including voice-to-note logging, to simplify data entry and reduce paperwork. This innovation helps caregivers record information in real time, improving accuracy and freeing up valuable time to focus on delivering quality care.

The Problem

Caregivers spending 30+ minutes per shift on documentation instead of delivering care. Handwriting that’s illegible. Data entry errors that cascade through billing and compliance.

How CareOnboard Helps

Voice-to-note technology lets caregivers speak naturally and our AI converts their words into structured, accurate documentation instantly—cutting documentation time by up to 70%.

What you get

  • Voice-to-Text Conversion: Caregivers record notes verbally; AI transcribes and formats them automatically
  • Smart Categorization: Notes are automatically tagged and filed under the correct client and service type
  • Multi-Language Support: Supports caregivers who document in multiple languages
  • Offline Mode: Record notes without internet; they sync automatically when connection is restored

Real Impact

Caregivers save 20+ minutes per shift, giving them more time with clients while improving documentation accuracy by 60%.

Integrated Communication Hub

Our communication hub brings all messaging, calls, and team interactions into one centralized, secure space. By unifying conversations around clients, schedules, and tasks, we eliminate scattered communication and reduce the risk of missed updates. The result is faster collaboration, clearer coordination, and a more responsive care team, all working together seamlessly within a single platform.

The Problem

Scattered messages, missed updates, and information spread across emails, texts, and calls — making it hard for teams to stay aligned.

How CareOnboard Helps

The Communication Hub brings all conversations into one secure space. Messaging, voice calls, and group chats, all connected to your workflows. Communication becomes instant, organized, and effortless.

What you get

  • Centralized Messaging: One place for all conversations between caregivers, coordinators, and administrators.
  • Voice & In-App Calling: Make secure calls directly through the platform without sharing personal numbers.
  • Group Chats: Create dedicated channels for client coordination, projects, specific teams, or urgent updates.
  • Contextual Communication: Messages automatically link to shifts, clients, or tasks so nothing gets lost.
  • Secure, Encrypted Conversations: HIPAA-compliant, role-based communication that protects sensitive information.
  • Instant Alerts & Notifications: Shift changes, approvals, caregiver updates, delivered instantly to the right people.

Real Impact

Agencies using compliance automation pass audits 94% faster with zero critical findings.