Product Walkthrough

Nine Operational Functions — Delivered as Completed Work

Most agencies run scheduling, billing, and compliance on one system — then use spreadsheets, memory, and separate tools for everything else. CareBravo delivers all nine functions pre-built. Here's how each one works.

100+ agencies. 73% average revenue growth. No added back-office hires.

You Don't Operate CareBravo. You Receive the Work.

Every home care platform handles the same types of work — scheduling, compliance, billing, coordination. The difference isn't what gets done. It's whether your team has to do it.

Traditional Platforms
You buy the tool. Your team runs it.
System shows a scheduling conflict — someone on your team resolves it
System flags an EVV exception — someone investigates it
Billing discrepancy appears — someone corrects it
Referral comes in — someone enters it, tracks it, follows up
More volume means more hours from your team
vs
CareBravo
Work is delivered. Your team receives it.
Scheduling conflicts resolved — schedule delivered
EVV compliance maintained — documentation complete
Claims processed — billing handled end-to-end
Referrals tracked and followed up — pipeline running
More volume — same team

This is Autonomous Caring® — the methodology where admin runs in the background and your team stays in presence with clients. Traditional platforms add capability to your screen. CareBravo delivers completed work to your agency. Your team doesn't manage it. They receive it.

What Gets Delivered — and What It Replaces

Each function below is something most agencies either handle manually, run on a separate tool, or don't have the capacity to do well. CareBravo delivers all nine pre-built — and the result across 100+ agencies is 73% average revenue growth without adding back-office hires.

01
Scheduling

The function where most agencies first feel the growth ceiling. More clients means more conflicts, more calls, more back-and-forth — until scheduling takes over someone's entire day.

On Traditional Platforms
System flags a conflict
Someone calls available caregivers
Back-and-forth until someone confirms
Manual entry of the resolution
Repeat for every conflict, every day
On CareBravo
Conflict detected and resolved
Caregiver matched by availability, qualifications, location, preference
Confirmation sent through mobile app
Schedule updated automatically
Scales with your client volume
02
EVV & Compliance

The 21st Century Cures Act mandates Electronic Visit Verification for Medicaid-funded personal care. Most agencies spend hours each week investigating exceptions. That time is given back.

On Traditional Platforms
Visit data captured via app or telephony
Exceptions flagged for review
Each one investigated manually
Corrections documented by hand
Multi-state adds more work or more risk
On CareBravo
Visit data captured through caregiver mobile app
Exceptions identified and resolved
Multi-state compliance rules maintained
Documentation generated automatically
Compliance scales with visit volume
03
Billing & Claims

Every manual step between a completed visit and collected payment is money delayed. More visits should mean more revenue — but when billing can't keep up, cash flow suffers.

On Traditional Platforms
Visit data compiled for review
Someone reconciles visits against payer rules
Denials investigated and corrected by hand
Resubmissions tracked manually
More visits means slower billing cycles
On CareBravo
Visit data flows directly into billing
Medicaid, VA, and private pay rules applied automatically
Clean claims submitted without manual reconciliation
Denial patterns identified and addressed
Billing cycle stays fast regardless of volume
04
CRM & Referral Management

Most agencies don't have a CRM. Referrals come in through fax, phone, email, and portal — and follow-up depends on someone remembering to do it. That's how referrals fall through.

On Traditional Platforms
CRM is a separate tool (or doesn't exist)
Referrals tracked in spreadsheets or memory
Follow-up depends on someone's workload
EDWP and intake forms handled manually
No visibility into pipeline or conversion
On CareBravo
CRM and referral management built into the same system
Pipeline tracked from referral to first shift
EDWP forms and case manager communication handled
Follow-up runs on schedule, not memory
Conversion data visible at every stage
05
Payroll

Payroll in home care is complicated — overtime rules, split shifts, mileage, pay rate variations by client and payer. And it usually runs on a completely separate system.

On Traditional Platforms
Payroll is a separate tool (Viventium, ADP, Paychex)
Data exported from scheduling, imported to payroll
Overtime and pay rules checked manually
Discrepancies between systems require reconciliation
Every pay period takes hours of admin time
On CareBravo
Payroll data flows from the same system as scheduling
Pay rules and overtime logic applied automatically
Integrates with Viventium, ADP, and Paychex
No export/import reconciliation
Pay period processing handled within the system
06
Nurse Documentation

Visit notes and assessment forms are required for compliance and quality — but manual charting takes nurses away from care. And incomplete documentation creates audit risk.

On Traditional Platforms
Nurses chart manually after each visit
Paper forms or separate EHR system
Incomplete notes flagged weeks later
Assessment forms filled from memory
Documentation disconnected from billing
On CareBravo
Visit notes generated from care delivery data
Assessment forms completed automatically
Documentation connected to compliance and billing
Gaps identified in real time, not weeks later
One system — not a separate EHR
07
Caregiver Hiring

With 75% annual turnover in home care, hiring never stops. But most agencies don't have a recruiting system — applications come in through job boards, and onboarding is manual.

On Traditional Platforms
Recruiting handled outside the care platform
Applications tracked in email or spreadsheet
Credential verification done manually
Background check coordination by hand
Onboarding disconnected from scheduling
On CareBravo
Hiring pipeline built into the same system
Applications, credentialing, and background checks managed
Onboarding connects directly to scheduling eligibility
New caregiver to first shift — one system
No separate ATS subscription
08
Caregiver Training

Every state has required training hours. If a caregiver isn't current, they can't be scheduled. Most agencies track this in spreadsheets — and find out about gaps when it's too late.

On Traditional Platforms
Training tracked on a separate LMS (CareAcademy, Relias)
Completion data doesn't connect to scheduling
Expired training discovered at audit — not in real time
Compliance risk from scheduling ineligible caregivers
Another subscription, another login, another system
On CareBravo
Training built into the same system
Completion tracked and connected to scheduling eligibility
Caregivers not schedulable until training current
Expiration flagged before it becomes a compliance issue
No separate LMS subscription
09
Project Management

Every care agency has tasks that fall between the cracks — follow-ups, care plan updates, authorization renewals, equipment orders. When there's no system, the owner carries them in their head.

On Traditional Platforms
Tasks tracked in Asana, spreadsheets, or memory
No connection between tasks and care events
Assignments depend on verbal delegation
Nothing is automatically triggered
Owner carries open tasks mentally
On CareBravo
Tasks created from operational events automatically
Assignments linked to the right team member
Progress tracked within the same system
Authorization renewals and follow-ups triggered on schedule
Nothing carried in your head

What Happens to Your Back Office as You Grow

On traditional platforms, every jump in volume creates a hiring decision. More shifts need more people to handle scheduling, billing, compliance, and coordination. On CareBravo, those functions are already running.

Monthly Shifts
Traditional Platforms
CareBravo
200
One person stretching across scheduling, billing, and compliance — manageable, barely
All nine functions delivered. Your team focuses on care and growth.
500
You need dedicated scheduling and billing help — plus a separate CRM, payroll, and training tool
Same operational layer. More shifts flowing through it.
1,000
Full back office required — multiple hires, multiple systems, multiple reconciliation points
Same operational layer. Revenue up. Back-office cost flat.
2,000+
Back office is now a department. Operational cost is a significant line item.
Same operational layer. The gap between revenue and cost keeps widening.

That's the math behind 73%. Revenue scales with client volume. Operational cost stays flat. The gap between the two is margin — and it grows with every shift you add.

Measured across 100+ agencies after implementation. Timeframe varies by agency size and payer mix.

Done-For-You — Not Another Platform to Manage

If you've been through a software implementation before, you know how it goes — training, configuration, workarounds, months before it works. CareBravo is different because you don't operate it.

No New System to Learn

Your team doesn't get trained on another platform. They don't manage dashboards or modules. They receive completed operational work.

Implementation Is Handled

Your data is migrated, payer rules configured, and operations begin running. You don't manage the transition — you experience the output.

Your Week Changes

From managing scheduling conflicts, investigating compliance exceptions, and reconciling billing — to focusing on your caregivers, your clients, and your growth.

This is why agencies that have been burned by previous software adopt CareBravo. It's not another login. It's not another tool to figure out. It's Autonomous Caring® — operational work delivered, admin in the background, your team focused on care.

Common Questions About How CareBravo Works

Most platforms require your team to operate every module — scheduling, billing, and compliance all need someone managing them daily. CareBravo delivers completed operational work across nine functions. You don't operate the software — you receive the output. And unlike platforms that only cover scheduling, EVV, and billing, CareBravo also includes CRM, payroll, nurse documentation, caregiver hiring, training, and project management — all pre-built.

Nine operational functions delivered pre-built: scheduling, EVV compliance, billing and claims, CRM and referral management, payroll, nurse documentation, caregiver hiring, caregiver training, and project management. These are the functions that traditionally require separate systems, separate subscriptions, and dedicated time to operate each one.

CareBravo is a Done-For-You service. Your data is migrated, your payer rules are configured, and your operations begin running. Your team doesn't learn another platform — they receive completed work. Implementation timeline varies by agency size and complexity.

Because the operational functions that traditionally require additional hires — scheduling, compliance, billing, referral management, payroll — are delivered as completed work. When these functions are already running, the agency can grow without the capital investment in separate systems and separate operators. That's the pattern across 100+ agencies averaging 73% revenue growth.

CareBravo replaces the stack of separate tools most agencies use — agency management software, CRM, payroll tools, training platforms, and recruiting systems. All nine functions run within one system. Your team focuses on caregiving and growth, not managing software.

Done-For-You means CareBravo handles your agency's operational work — not just the technology, but the execution. Scheduling is resolved, not flagged. Compliance is maintained, not monitored. Billing is processed, not handed back to your team. You receive completed operational work.

See What Arrives Pre-Built for Your Agency

We'll walk through how all nine functions work for an agency your size — scheduling, compliance, billing, payroll, referrals, documentation, hiring, training, and project management.

Or see why this is structurally different from traditional platforms →