Running a home care agency means dealing with schedules every day. I have run a small team for five years now. I tried many tools. AxisCare Home Care Software is the best one for quick and easy scheduling. It works great for small teams or bigger ones with 50 caregivers. Forget spreadsheets full of mistakes and missed visits. With AxisCare, you set up a full schedule in just five minutes.
In this simple guide, I share the exact steps I use. It comes from my own experience and a helpful demo video. No fancy skills needed. Just follow along and get started fast.
Why AxisCare Home Care Software Wins at Scheduling
Think about your day. Chasing caregivers for confirmations? Clients calling about times? I dealt with that weekly. AxisCare Home Care Software stops it cold. Here’s what stands out from my use.
Smart matching pairs the right caregiver to the job based on location, skills like wound care, and open hours. Everything syncs to mobile apps so no one misses updates. Built-in EVV tracks visits for easy billing and rules compliance, like for state programs. Handles repeats for weekly meds or one-offs for post-surgery help. Reports show payroll hits or travel costs upfront.
I cut no-shows by 25% in month one. Caregivers stayed happier with fair shifts. And it scales. We added 10 clients without extra staff. Plans run $5 to $10 per user monthly. Free trial lets you test real.
Before steps, quick setup note. Sign up at axiscare.com. Add your clients and staff first. Takes 10 minutes tops.
Simple Steps to Set Up Schedules in AxisCare Home Care Software (Takes 5 Minutes)
Log into your AxisCare account. Sign up for a free trial at axiscare.com. It takes two minutes. I timed my last setup. It was 4 minutes and 30 seconds. Here we go.
Step 1: Jump to the Scheduler (30 Seconds)
Left menu, click Schedule. Big calendar loads. Options for week, month, or shifts list. I stick to the weak view for home care flow. Top filters let you sort by caregiver name, client address, or zone like downtown. Pro move. Pin your top filters to save clicks.
Step 2: Start a New Shift (45 Seconds)
Blue + Add Shift button. Easy form pops. Pick client. Search or pick from dropdown. Pulls their care plan auto, like meal prefs. Choose a caregiver. Type name. Highlights matches by certs or past visits. Set a time slot. Drag on calendar or type 9AM-1PM. Toggle repeat for Tuesdays forever. Add tasks. Pick from list: bathing, shopping, vitals. Or type custom. My favorite. Hit copy from last similar shift. No re-entry.
Step 3: Let Auto-Assign Do the Work (1 Minute)
Find Match button. Scans everyone free. Factors drive time via maps, skills, and wishes like no nights. Green highlights best. Yellow workable. Drag to slot. Flags issues like overlap in traffic zones. One-click swap or notify alternate. Watched the video? Same flow. I fill Monday mornings this way while checking email.
Step 4: Notify and Lock It In (1 Minute)
Save and Notify. Auto sends texts, emails, or app pushes. Clients get reminders too. Auto-confirm for trusted folks. They tap yes on the phone. The Shift Board tab shows colors: yellow pending, green good, gray done. Real-time magic.
Step 5: Review, Adjust, and Report (1 Minute)
Full calendar scan. Gaps? Fill Gaps tool pulls on-calls. Run a quick report. See total hours, overtime risk, miles driven. Export PDF for records or print for office wall. Done deal.
For a full week of 15 shifts? Under 10 minutes with bulk add from CSV file. Game over for old ways.
Start Using AxisCare Home Care Software Today
AxisCare Home Care Software makes your agency run smooth. Try the free trial at axiscare.com. Set up one schedule now. Got questions? Comment below. More guides on checks and bills coming soon.
Share if it helps other owners. What scheduling issue bugs you most?