Staff Management

  • Easily add & manage staff & caregiver profiles 
  • View, edit, and manage all staff & caregivers for your agency with various filter options 
  • Filter staff list based on status, job title, location, office, custom profile tags, services, languages, etc. 
  • Easily bulk email, SMS text, or send announcements to all or any segment of your staff 

Profile Dashboard

Gain a comprehensive overview of each caregiver’s preferences, skills, address, and desired hours. The dashboard also highlights key metrics such as completed shifts, missed shifts, late clock-ins, and more. 

  • Easily manage PTO, vacation, and sick time, with automatic updates to accruals and shifts. 
  • View notes, expiring documents, recurring availability, and other critical information for efficient staff management
Blue-and-white web dashboard with a left navigation sidebar and multiple data tables on the main panel

Caregiver Scheduling

Access multiple calendar views (monthly and weekly) to track shifts and hours, ensuring proper caregiver coverage. 

  • View caregiver schedules and compare scheduled vs. desired vs. completed hours. 
  • Hover over any shift to view shift details like service type, status (completed, in progress, overdue), and edit on the spot. 
  • Email or print weekly/monthly schedules and send reminders to caregivers to clock-in and out via SMS. 
  • Automatic SMS notifications remind caregivers to clock-in/out. 
Spreadsheet showing a weekly calendar-style schedule with blue row headers and multiple columns of entries in a desktop app

Payroll & Time Off

 Streamline payroll and time-off tracking, without jumping between systems. 

  • Easily manage PTO, vacation, and sick time accruals and requests. 
  • Automatically remove caregivers from scheduled shifts and adjust accruals accordingly. 
Sales portal pop-up showing a rate comparison table with blue action buttons and a yellow notice banner

Notes & To-Dos

Document essential staff notes and assign tasks with priority levels, start/due dates, and categories. 

  • eCaring auto-generates system notes for administrative activities like shift adjustments, caregiver removal, and more. 
  • Keep track of all to-dos, ensuring compliance and internal organization. 
  • Easily filter notes and tasks by date range, category, or free-text search. 
Add Note dialog over a blurred data table, with fields and Cancel and Save buttons.

Pay Rate Management

Manage custom payroll rates per caregiver and service, including travel time and mileage rates. 

  • Set rates for regular, overtime, travel time, client mileage, and more. 
  • Access detailed payroll history for each caregiver with easy filtering options. 
Service Add modal with status, vendor, weight, and notes fields, plus Cancel and Save buttons

Certification & Document Management

Track and manage all caregiver documents with ease. 

  • Organize documents by custom types, set expiration dates, and send reminders. 
  • Upload and manage certification documents, track their status, and set renewal alerts. 
  • View all documents in an intuitive dashboard for quick access and easy tracking. 
Add Doc Type form modal with multiple dropdown fields and Cancel/Save buttons

Visit Documentation

eCaring automatically records care logs for each completed shift. 

  • Quickly access detailed shift summaries, services performed, and any incidents. 
  • Essential for compliance and audits, allowing agencies to easily retrieve care logs for each caregiver and client. 
Blue-and-white web form with comment boxes, dropdowns, and a task notes table at the bottom