Solutions

Digital employee files for home care agencies

Homecare Pro keeps one organized file for every caregiver, with each document named, filed, and searchable by caregiver, role, and document type. Caregivers keep their own files current on their phones, so your team stops sorting paper and folders.

Works with
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92%

of caregiver tasks completed through self-service

700+

documents collected each month at Elite Premier Nursing Services

4 million

onboarding and compliance tasks a year

The challenge

Paper files can’t tell you what’s missing

Caregiver files spread across filing cabinets, email, and shared folders. Finding one document takes a search, and knowing what’s missing takes an audit.

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Files in too many places

Signed forms, uploads, and check results end up in cabinets, inboxes, and folders.

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Wrong uploads go unnoticed

A photo of the wrong document is only caught when someone opens the file.

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No view of what’s missing

A folder shows what’s there, not what’s expired or never arrived.

Organized files

One digital file for every caregiver

Homecare Pro names and files every document to the caregiver’s record, searchable by caregiver, role, and document type.

  • Documents named and filed automatically
  • Search by caregiver, role, or document type
  • Signed forms and check results in the same file
Homecare Pro digital file for Denise Carter, a personal care aide at a sample agency, with 12 documents and a search by caregiver, role or document type. Documents are grouped into Hiring, Credentials, Training and Checks, with her CPR and First Aid card renewal requested. A card shows a document named and filed automatically to Credentials, with the caregiver, document and expiration date in its file name.
A renewal request on a caregiver's phone. Denise Carter's screen from Maple Grove Home Care shows one renewal to complete: her CPR card expires November 20, with buttons to take a photo or upload a file and no login needed. Her driver's license, TB test, annual training and policies are already on file. A card shows the text she received today with a link to upload, and reminders continue until it's done. Another notes her new card is filed to her record automatically.
Caregiver self-service

Caregivers keep their own files current

Caregivers upload documents and sign forms on their phones, and Homecare Pro reminds them when a document needs renewing, so files stay current without data entry in the office.

  • Uploads from the phone camera
  • E-signatures for forms and policies
  • Automatic renewal reminders
Document review

Uploads reviewed before they’re filed

Homecare Pro reviews uploaded documents with AI assistance and highlights wrong or mismatched files, so your team approves the right document the first time.

  • AI-assisted document review
  • Approve or reject in one click
  • Documents synced to your EMR
Homecare Pro document review for a TB test result uploaded by Priya Shah, a home health aide, waiting for approval. AI-assisted review shows the name and date match, but the document type is a flu vaccination record, not a TB test, marked as a mismatch. Buttons let the team reject and ask Priya again or approve anyway, and a card shows the text Priya gets when it is rejected, with a link to upload her TB test result.
Scott Stanley, CEO of Caring Hands Caregivers, with the Caring Hands Caregivers logo

“It’s a huge relief knowing we’re automatically collecting the right documents and tracking renewals. We can prove we’re compliant at any time. That mitigates a ton of risk.”

Scott Stanley
CEO, Caring Hands Caregivers
Solutions

Related solutions

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Become audit-ready

Know your compliance rate on any day, with the documents to prove it.

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Save my team’s time

Homecare Pro handles document follow-up, so managers can focus on caregivers and clients.

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HR compliance

How Homecare Pro tracks every requirement by role and keeps your files audit-ready.

Digital file questions

What goes in each caregiver’s file?
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Every document Homecare Pro collects or creates: IDs, credentials, signed policies, quiz results, check results, references, and more.

Can caregivers update their own documents?
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Yes. Caregivers upload renewals on their phones, and 92% of caregiver tasks are completed through self-service.

Do files sync to our EMR?
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Yes. Homecare Pro syncs caregiver documents and compliance data with AxisCare, WellSky, AlayaCare, and eRSP.

Can we find a document quickly during an audit?
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Yes. Every file is searchable by caregiver, role, and document type.

Still have questions?

See digital employee files in Homecare Pro

In 30 minutes we’ll walk through a caregiver’s file, how documents are collected and reviewed, and how they sync to your EMR.

Homecare Pro's compliance view on a laptop for Maple Grove Home Care, showing a 96% compliance rate, 6 caregivers with gaps, 14 renewals requested, and four credentials expiring in the next 30 days, each with what Homecare Pro has done about it. A phone beside it shows caregiver Angela Brooks asked to upload her new driver's license.