Improve your clients’ quality of life with Simple, Efficient and Intuitive Care Documentation

Coordinate better care between clients, caregivers, payers and family members. Intake clients faster, build & share effective care plans, keep track of essential information and communicate with confidence to every stakeholder.Because we know managing your clients is just as important as managing your caregivers.

Here’s How It Works

Curious what kind of alerts and notifications we send you? Find out more.

Find Your Client​

View all your clients in one list. Scroll through to find the right person or filter by service type – your choice. With one click, you’ll be in the right profile. AKA, your caregivers’ one-stop-shop for everything they need to care for your clients.
no more licencing

Review, Revise or Add New Client Information​

This is where you store all of your most frequently viewed details like demographics, preferences, emergency contact info, notes and goals.

Explore Documentation

Need to include something else? Upload anything that doesn’t quite fit into the main profile. Meal plans, exercise routines, medication schedules, doctors’ notes and more. Your caregivers can view everything securely right in their mobile app.

Add, Update or Review Care Plans

Here’s where you can create a customized plan to guide your caregiving team to your clients’ best outcomes. Review ADLs, create tasks to action goals and even print or export these documents as a pdf to the client’s family, primary care provider or insurance company.

Review Visit History​

Once your caregivers have reviewed all the information they need and completed the client’s visit, you can review all their activities in the visit history tab. Check whether all ADLs were completed, discover why if some weren’t finished and review comments about how the visit went.

The level of care and service I’ve received could only have come from someone who was a home care agency owner themselves.



Eternity Sitters
Review Source - Capterra

Explore Additional Features

Discover how private duty home care software, designed by an agency owner, can help you grow your business with confidence using:

FirstVisit Agencies Deliver Meaningful Care
With Simple but Thorough Client Profiles

Spend less time on data entry so you can spend more time growing your business. Get started today.

Curious How Alerts Can
Help You Grow Your
Business With Less Stress?

Read our free article about how to ensure your home care agency stays HIPAA-compliant.

With FirstVisit, Home Care Agencies

Save Time

With all your documents stored securely in the cloud, every stakeholder gets access to the information they need. When they need it.

Build Relationships

Create client profiles that capture their unique characteristics - and help you match the right caregivers to them.

Improve Care Coordination

Develop care plans customized for each client’s personal health journey and share them seamlessly with caregivers. Or use one of our comprehensive care plan templates.

Hold On!
Discover how easily you can deliver care while saving time and money!

Book a free, no strings attached 30 minute consultation. You will meet one of our Account Managers who’s interested in learning about how our templates can help streamline your business!

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