Features
Sophi covers the day-to-day operations of running a home care agency, from scheduling and visit tracking to care plans, billing, and payroll. Below is an overview of what it does for admins, care managers, and care partners in the field.
Sophi Web App
The Sophi Web App is the perfect environment for you, Admins & Care Managers, to run the daily operations of your agency without missing a beat. From real-time visit tracking to complete client care plans, billing, and payroll, everything you need is organized in one place. Whether you're coordinating a handful of clients or managing a growing team, Sophi keeps your entire operation running smoothly.
Real-Time Dashboard
See late visits, missed visits, vacant shifts, and pending availability requests as they happen, along with flagged incident forms and background checks.
Live Scheduling
Every visit on the weekly schedule shows its status, including scheduled, clocked in, completed, late, missed, or cancelled.
Care Plans & Coordination
Every client has a full Plan of Care, with ongoing notes and a tasks system that tracks areas of concern over time.
Accounting & Payroll
Billing periods, invoices, payments, expenses, and payroll all run off the same scheduling and visit data, so nothing has to be re-entered by hand.
Sophi Mobile App
The Sophi Mobile App is the perfect companion for you, Care Partners, out in the field delivering care. Your schedule, visit details, and client care plans are all right there on your phone, including high-alert medications, primary diagnosis, and allergies, so you walk into every visit prepared. Whether you're managing a full week of visits or focusing on one client at a time, Sophi keeps everything you need organized and within reach.
Care Plans
Care partners can pull up a client's full Plan of Care, including care coordination notes, tasks, and areas of concern tracked by domain.
Tracking
Medical information is available at a glance, including high-alert medications, primary diagnosis, and allergies for each client.
Summaries
Every visit includes full details, including date, start and end time, the assigned caregiver, client address, and any relevant warnings.
Weekly Overviews
Care partners can check their scheduled hours, availability, and hours requested or approved for the week without calling into the office.