Full Platform Overview

Everything Your Agency Needs to Thrive

One platform for scheduling, EVV compliance, claims submission, payroll, and caregiver management. No integrations needed — it all works together out of the box.

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All-in-One

One platform, every workflow

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Real-Time

Visit verification & tracking

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HIPAA

Aligned & encrypted

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Web + Mobile

Access from any device

Platform Capabilities

Six Modules. One Platform.

Every module is deeply integrated — data entered in scheduling flows automatically into payroll, claims, and compliance reporting.

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The right caregiver, every shift

Smart Scheduling

Match caregivers to clients with the factors that matter to your agency, and keep the calendar full without the last-minute scramble.

  • checkEasy visual scheduling
  • checkFewer conflicts and gaps
  • checkCaregiver-friendly assignments
  • checkAlways-current availability
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Revenue cycle, simplified

Billing & Claims

Turn completed visits into clean, payer-ready claims with the details checked for you — so more get paid the first time and fewer come back.

  • checkPayer-ready claims from visits
  • checkBuilt-in accuracy checks
  • checkFaster submission
  • checkClear status at a glance
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Compliance, built in

Visit Verification

Electronic visit verification that meets state and federal requirements — caregivers check in and out in seconds from any mobile device.

  • checkVerified visit records
  • checkMobile clock-in / clock-out
  • checkAudit-ready documentation
  • checkMeets state & federal rules
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360° visibility across your workforce

Employee & Client Management

Centralized profiles for every caregiver and client. Keep certifications, authorizations, care plans, and compliance documents in one organized place.

  • checkUnified caregiver profiles
  • checkClient care plan management
  • checkCertification tracking & alerts
  • checkRole-based access control
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Accurate pay, every cycle

Payroll Processing

Calculate caregiver and client payroll straight from approved time — flexible pay periods and rate rules, no spreadsheets required.

  • checkPay built from approved time
  • checkConfigurable pay periods
  • checkOvertime & differential rates
  • checkExportable payroll reports
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Seamless time-off workflows

PTO Management

Caregivers request time off from their portal. Admins approve or deny with a single click — and the schedule updates automatically.

  • checkSelf-service PTO requests
  • checkAdmin approval workflow
  • checkBalance tracking & accruals
  • checkCalendar integration

Compliance & Certifications

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HIPAA Aligned

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Encrypted & Secure

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Payer-Ready Billing

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21st Century CURES

How It Works

Up and Running in Hours, Not Weeks

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Step 01

Create Your Agency Account

Sign up in minutes. Add your agency details, configure pay periods, and set up user roles.

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Step 02

Onboard Staff & Clients

Import or manually add caregivers and clients. Assign certifications, rates, and care plans.

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Step 03

Publish Your First Schedule

Assign caregivers to shifts. The system flags conflicts and certification gaps before you publish.

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Step 04

Bill & Get Paid

Completed visits flow straight into payer-ready claims. Review and submit in a click — and track status from there.

Ready to streamline your agency?

No long-term contracts. Start with a no-obligation trial and see how Contera transforms your operations.