Reporting

Business graphs and chartsInsight into your agency

You want to evolve your home care business as the industry evolves. Your clients’ needs and your caregivers’ schedules are consistently changing. Our standard reports get you the information you need to keep pace.

  • Achievements: Choose from many key point indicators, such as hourly billing rate and referrals, and set target values for each. Then generate reports that show you if you met your goals.
  • Schedule Analysis: Slice and dice your schedule data, such as average hours your caregivers are spending per client visit, actual hours lost, and bill and pay hours
  • Revenue Analysis: View billing and payroll data in many ways, including profitability and gross margins. Easily run a report that shows you how many full-time and full-time equivalent employees you have.

Set up reports to automatically generate and deliver to your email inbox when you need them. Make sure you can easily get the information you need to make the best informed decisions for your agency’s next steps.

Customizable reports allow you to dig even further into the data so you can see exactly how different variables are impacting your business.

 

Sick time

If a caregiver is out sick, just block out the time as sick time. The caregiver will be marked as unavailable and removed from any conflicting schedules, then you can easily find a replacement. HomeTrak keeps track of these hours so you can report on how many sick time hours have been used.

 

Keeping up with the times

Home care industry and policy changes often impact the way you need to run reports, billing, and payroll. HomeTrak’s home care agency software keeps you up to date on how our reporting features help you adapt.

For example, with the recent Affordable Care Act employer mandate, one of the most-used standard reports is now the Full-Time Equivalency (FTE) Utilization report.

The FTE Utilization Report easily shows you caregivers’ total hours per month and calculates the number of full-time and full-time equivalent employees your agency has on staff.

Staying on top of all these new regulations takes more time than you have to give, and staying legally compliant is a must. Because of this, we update you on changes so you can focus on doing what you do best: running your business.

 

SCHEDULE A FREE DEMO

"The HomeTrak staff is extremely helpful, knowledgable, and responsive."

Coker Day, Owner/Founder, DayBreak Adult Care Services, Inc., Lexington, South Carolina

"The HomeTrak staff gave us extensive attention to ensure the system was set up to meet our needs."

Robert Hudson, Administrator, Butler County Health Department, Missouri

"We have been using HomeTrak since the first day we started our company in July 2004."

Greg Scheck, Owner, Home Helpers, Bucks and Montgomery Counties, Pennsylvania

"Switching to HomeTrak was the best business decision we have ever made!"

A. Papa, Accounts Manager at a Home Care Agency, Lakewood, New Jersey