PRODUCT
Everything you'd expect. A few things you wouldn't.
Client management. Employee management. Scheduling. Care delivery. Billing. Payroll.
The fundamentals you'd expect from any home care platform, all running on one record. Below is where Sophi goes further:
WHAT SETS SOPHI APART
The kind of details you'll find throughout Sophi.
Find the right fit, fast.
Care partners are sorted by history with that client, shared preferences, service skills, and drive time & mileage — with pending background checks and availability for single or recurring visits visible at a glance.
High-alert flags, right in the field
High-alert medications and time-sensitive tasks surface directly to the care partner — not buried in office paperwork.
Linked training shifts
Add a trainee to an existing shift in a couple of clicks — no more miscommunication about who's training whom, or when.
Incident reports, in real time
The moment a care partner files an incident report, the admin and care management team are alerted — no waiting for someone to notice or forward it.
A living plan of care
Less static document, more shared tool — care managers, care partners, and the admin team all work from it at the same time to keep care on track.
Time approval, built for both sides
Care partner approvals check clock in/out and distance. Care manager approvals review time by category — communication, meetings, advocacy, and more — plus invoice and case notes, with reject-and-revise sent straight back to them.
SEE IT IN ACTION
The admin portal and the mobile app, side by side.

Admin portal - Care Partner Matching
