All-in-One Care Management Platform

Features that Fit Your Needs

Empower your agency with Fieldworker.ai, a reliable and user-friendly case management solution. Streamline operations, enhance efficiency, and improve client care.

Billing Ensure accurate and timely processes

Quick billing processes and tracking cycles

Billing

Keep all your billing process quick, simple and ensure secure payments in a few clicks.

Features

  • Quick Billing Overview
    Ensure your clients experience the ease of seamless billing process, and get an overall billing summary of their activities.
  • Auto-change Capture
    Allow your clients to keep track of changes, and also automatically update data across forms and reports without having to re-do anything.
  • Easy Claim Filing
    Fill your claims in minutes and also ensure you are compliant with your state requirements.
  • Quick Report Generation
    Focus on your clients, while we ensure your reports are auto-generated and created as per your review needs.

About Billing

Simple and Convenient EVV Compliance

EVV

Encourage safe and secure caregiver and client interactions by recording essential visit data in seconds.

Features

  • Capture the Right Information
    Keep both you and your client informed by collecting location, time, and visit duration data.
  • Multi Locational Visits
    Now, get the benefit of data accuracy by recording different in and out locations based on the case situation.
  • Multi-modal Client Verification
    Give your clients the convenience of electronic customer signatures or voice confirmation for quick and easy visit verification.
  • Audit Ready in Minutes
    Record, store, and update client data to auto-generate your reports without any extra effort.

About EVV

Approval-Ready MT Submissions

Monitoring Tools

By simplifying the process of data entry and validation, ensuring accuracy and tracking your follow-up items – File high quality and error-free MTs.

Features

  • Pre-filled Data
    Fill only new data, while existing client data is auto-updated – saves you time and the extra effort.
  • Scheduled Updates
    Calendar your MT updates and completion to ensure simple and timely reporting.
  • Complete MTs
    Track follow-ups to keep your records accurate, ensuring your MT is correct and complete.
  • Audit Ready
    Automate the MT supervisor review workflow for quicker approvals, submissions, and payments.

About Monitoring Tools

Success with well-integrated scheduling

Scheduler

Choose and allocate ample time for activities to ensure workflow efficiency.

Features

  • Tracking in One Place
    Manage your sessions, activities, and events with ease and simplicity.
  • Communication
    Seamless network to communicate your tasks across clients, employees, and locations.
  • Time Management
    Create, share, print, and circulate schedules with notes to clients and employees, ensuring one-time sharing ease.
  • Flexible Views
    Easily access all information, view your schedules by day, week, month and also from an employee or client viewpoint.

About Scheduler

All Documents Secure and Organised

Documentation

Go paperless with the help of digitized documentation – simple and effective!

Features

  • Secure Files, Secure Data
    Keep your files in one place, under secured folders to limit and grant access as you wish.
  • Intuitive Folder Structures
    Help your care teams easily access important files through easy-to-navigate folder structures.
  • File & Folder Levels
    Organize your documents for easy access and authorization controls at various levels like company, admins or clients.
  • Digitally Forward
    Go paperless and save your team the time, effort, and workspace of overwhelming paperwork.

About Documentation

Manage critical data and workflows

Audits

Stay at par with changing regulations and mandates to keep your agency on track and forward.

Features

  • Accessible Records
    Keep your important files handy; open, switch, or organize files as you need.
  • Quick Record Updates
    Ensure your reports maintain consistency with your up-to-date case notes and case progress.
  • Easy Audit Compliance
    Adhere to formats with ease using automatic audit updates.
  • Simple Time Management
    Spend just minutes completing reports and more time on your client’s progress.

About Audits

Flexible Time Management for Agency

Time & Activity Tracker

Choose and allocate ample time for activities to ensure workflow efficiency.

Features

  • Track Workflow
    Ensure your allocated time is being used completely for activities.
  • Get Efficiency Overview
    Track care team progress to ensure satisfied clients and the opportunity to manage multiple clients.
  • Level Based Tracking
    Flexibly track individual and team-level groups towards specific goals.
  • Accurate Time & Billing
    Get accurate time and billing information with ‘check-in’ and ‘check-out’ the moment you arrive and leave a visit.

About Time & Activity Tracker

Accurate, Timely and Audit-ready Case Notes

Case Notes

Quicker to capture and always up-to-date, leading to happier clients and more referrals.

Features

  • Quick Case Notes
    Voice-to-text technology allows you to dictate updates to your case notes, making it quicker than ever before to make updates while on-the-go.
  • Flexible Recording
    You can update notes using the mobile app or the web, giving you flexibility and the ability to keep up-to-date from the field or from the office.
  • Up-to-date Records
    Your team will be able to see any updates in real-time, so you all have access to the most current info on every client.
  • Satisfied Clients
    Collect relevant client details to ensure a preferred system of support is designed.

About Case Notes

Manage client records on the go

Mobile

Take your cases on the go, case management at your fingertips!

Features

  • Better Client Outcomes
    With more time and accurate information, care workers can deliver higher quality care, leading to improved client outcomes.
  • Ease of Use
    The intuitive interface and voice-to-text transcription make it easy for care workers to document services accurately and quickly.
  • Increased Accountability
    Detailed records and proof of service ensure accountability and transparency in service delivery.
  • Improved Accuracy
    Ensure precise record-keeping with real-time task tracking, time logging, and proof of service capture.

About Mobile

Personalized your Clients goals and Needs.

Goals & Needs

Keep your client happy by planning your goals in accordance with their needs and requirements.

Features

  • Enhanced Quality of Care
    With real-time access to client goals and needs, care workers can provide more personalized and effective support.
  • Better Client Outcomes
    By keeping track of goals and needs accurately, agencies can contribute to more positive client outcomes.
  • Increased Efficiency
    Streamline the process of updating and accessing client information, saving time for care workers and administrative staff.
  • Empowered Care Workers
    Equip your care workers with the information they need to deliver high-quality services confidently.

About Goals & Needs

Simple and Customizable Forms

Forms

Choose to be quick, flexible, and responsive to changes in formats while maintaining your agency’s standards.

Features

  • Manage with Simplicity
    You can now build and manage complex forms in one step using our simple form-building interface.
  • Share with Ease
    Assign your forms for specific tasks and teams with simple navigation.
  • Template Library
    Engage with your community by sharing your own customized forms or use a standard one from the library.
  • Secure Control
    Ensure complete control over your application and submission data with data security compliance.

About Forms

  • Billing Ensure accurate and timely processes
  • EVV Easily authorize service visits
  • Monitoring ToolsEnsure adherence to best practice standards
  • SchedulerOptimize calendar management
  • DocumentationIntuitively organize documents
  • AuditsKeep up with changing guidlines
  • Time & Activity TrackerTime Management Simplified
  • Case NotesCapture up-to-date notes
  • MobileManage cases on the go
  • Goals & NeedsSet personalized goals
  • FormsOffer simplified form-filling

Quick billing processes and tracking cycles

Keep all your billing process quick, simple and ensure secure payments in a few clicks.

Billing

Features

  • Quick Billing Overview
    Ensure your clients experience the ease of seamless billing process, and get an overall billing summary of their activities.
  • Auto-change Capture
    Allow your clients to keep track of changes, and also automatically update data across forms and reports without having to re-do anything.
  • Easy Claim Filing
    Fill your claims in minutes and also ensure you are compliant with your state requirements.
  • Quick Report Generation
    Focus on your clients, while we ensure your reports are auto-generated and created as per your review needs.

About Billing

Simple and Convenient EVV Compliance

Encourage safe and secure caregiver and client interactions by recording essential visit data in seconds.

EVV

Features

  • Capture the Right Information
    Keep both you and your client informed by collecting location, time, and visit duration data.
  • Multi Locational Visits
    Now, get the benefit of data accuracy by recording different in and out locations based on the case situation.
  • Multi-modal Client Verification
    Give your clients the convenience of electronic customer signatures or voice confirmation for quick and easy visit verification.
  • Audit Ready in Minutes
    Record, store, and update client data to auto-generate your reports without any extra effort.

About EVV

Approval-Ready MT Submissions

By simplifying the process of data entry and validation, ensuring accuracy and tracking your follow-up items – File high quality and error-free MTs.

Monitoring Tools

Features

  • Pre-filled Data
    Fill only new data, while existing client data is auto-updated – saves you time and the extra effort.
  • Scheduled Updates
    Calendar your MT updates and completion to ensure simple and timely reporting.
  • Complete MTs
    Track follow-ups to keep your records accurate, ensuring your MT is correct and complete.
  • Audit Ready
    Automate the MT supervisor review workflow for quicker approvals, submissions, and payments.

About Monitoring Tools

Success with well-integrated scheduling

Choose and allocate ample time for activities to ensure workflow efficiency.

Scheduler

Features

  • Tracking in One Place
    Manage your sessions, activities, and events with ease and simplicity.
  • Communication
    Seamless network to communicate your tasks across clients, employees, and locations.
  • Time Management
    Create, share, print, and circulate schedules with notes to clients and employees, ensuring one-time sharing ease.
  • Flexible Views
    Easily access all information, view your schedules by day, week, month and also from an employee or client viewpoint.

About Scheduler

All Documents Secure and Organised

Go paperless with the help of digitized documentation – simple and effective!

Documentation

Features

  • Secure Files, Secure Data
    Keep your files in one place, under secured folders to limit and grant access as you wish.
  • Intuitive Folder Structures
    Help your care teams easily access important files through easy-to-navigate folder structures.
  • File & Folder Levels
    Organize your documents for easy access and authorization controls at various levels like company, admins or clients.
  • Digitally Forward
    Go paperless and save your team the time, effort, and workspace of overwhelming paperwork.

About Documentation

Manage critical data and workflows

Stay at par with changing regulations and mandates to keep your agency on track and forward.

Audits

Features

  • Accessible Records
    Keep your important files handy; open, switch, or organize files as you need.
  • Quick Record Updates
    Ensure your reports maintain consistency with your up-to-date case notes and case progress.
  • Easy Audit Compliance
    Adhere to formats with ease using automatic audit updates.
  • Simple Time Management
    Spend just minutes completing reports and more time on your client’s progress.

About Audits

Flexible Time Management for Agency

Choose and allocate ample time for activities to ensure workflow efficiency.

Time & Activity Tracker

Features

  • Track Workflow
    Ensure your allocated time is being used completely for activities.
  • Get Efficiency Overview
    Track care team progress to ensure satisfied clients and the opportunity to manage multiple clients.
  • Level Based Tracking
    Flexibly track individual and team-level groups towards specific goals.
  • Accurate Time & Billing
    Get accurate time and billing information with ‘check-in’ and ‘check-out’ the moment you arrive and leave a visit.

About Time & Activity Tracker

Accurate, Timely and Audit-ready Case Notes

Quicker to capture and always up-to-date, leading to happier clients and more referrals.

Case Notes

Features

  • Quick Case Notes
    Voice-to-text technology allows you to dictate updates to your case notes, making it quicker than ever before to make updates while on-the-go.
  • Flexible Recording
    You can update notes using the mobile app or the web, giving you flexibility and the ability to keep up-to-date from the field or from the office.
  • Up-to-date Records
    Your team will be able to see any updates in real-time, so you all have access to the most current info on every client.
  • Satisfied Clients
    Collect relevant client details to ensure a preferred system of support is designed.

About Case Notes

Manage client records on the go

Take your cases on the go, case management at your fingertips!

Mobile

Features

  • Better Client Outcomes
    With more time and accurate information, care workers can deliver higher quality care, leading to improved client outcomes.
  • Ease of Use
    The intuitive interface and voice-to-text transcription make it easy for care workers to document services accurately and quickly.
  • Increased Accountability
    Detailed records and proof of service ensure accountability and transparency in service delivery.
  • Improved Accuracy
    Ensure precise record-keeping with real-time task tracking, time logging, and proof of service capture.

About Mobile

Personalized your Clients goals and Needs.

Keep your client happy by planning your goals in accordance with their needs and requirements.

Goals & Needs

Features

  • Enhanced Quality of Care
    With real-time access to client goals and needs, care workers can provide more personalized and effective support.
  • Better Client Outcomes
    By keeping track of goals and needs accurately, agencies can contribute to more positive client outcomes.
  • Increased Efficiency
    Streamline the process of updating and accessing client information, saving time for care workers and administrative staff.
  • Empowered Care Workers
    Equip your care workers with the information they need to deliver high-quality services confidently.

About Goals & Needs

Simple and Customizable Forms

Choose to be quick, flexible, and responsive to changes in formats while maintaining your agency’s standards.

Forms

Features

  • Manage with Simplicity
    You can now build and manage complex forms in one step using our simple form-building interface.
  • Share with Ease
    Assign your forms for specific tasks and teams with simple navigation.
  • Template Library
    Engage with your community by sharing your own customized forms or use a standard one from the library.
  • Secure Control
    Ensure complete control over your application and submission data with data security compliance.

About Forms

Hear What Our Customers Have to Say About Us

Customer Voices

Have questions?

Check out answers to our most frequently asked questions here.

Yes! We want you to see for yourself how FieldWorker's suite of features can make the job of managing your agency simpler – that’s why you can get started with a 14-day free trial. Sign up for your free trial here, and we'll send you an invite to join FieldWorker.

We designed FieldWorker to suit the budgets and needs of agencies of all sizes. Our platform pricing is designed to be budget friendly & help you grow & manage your business. Your cost will depend on the number of users, clients you serve and the functionality you need. Please contact us here <Contact link> & we can answer any questions quickly.

Our team is here to help you! Whatever questions you have or help you need, our team of dedicated support specialists are on hand to help you. When you sign up, you'll be assigned someone from our team who will be your go-to contact person, and you can contact them any time with your questions. You can submit support requests as tickets from your dashboard with any requests for improvement or to report any non-urgent issues you encounter. Additionally – use the chat in the bottom right corner of the screen at any time to submit a question directly, and we’ll get back to you as soon as we can!

FieldWorker lets you import your data from other systems your agency may have been using. As an example, if you’re using iRecords, you can download details from the Participant Record as a CSV, which you can then simply import into FieldWorker. For other systems it may be a simple import process or for additional support, our team is ready to answer your questions, assist with imports and help you get set up!

To be EVV compliant, FieldWorker captures 6 key pieces of information at the point of service delivery, including the type of service provided, the date, the individuals receiving and providing the service, the start and end times, and the location. The FieldWorker app has a simple check-in and out system which captures all of this automatically for each visit at the touch of a button.

Yes! We are more than happy to show you and your team how FieldWorker works. Get in touch with us here to arrange a time and let us know exactly how we can help. We've also put together some materials to help you get started – check them out here.

Absolutely! We want to empower everyone in the industry with FieldWorker, which is why we have designed it to be as intuitive and user-friendly as possible. Rest assured that none of our features require complicated technical knowledge – and if you ever feel stuck, check out other sections of this knowledge base or alternatively, don't hesitate to reach out to our team for assistance!

Yes, we have designed FieldWorker to ensure full HIPAA-compliance for your agency. The Health Insurance Portability and Accountability Act (HIPAA) sets the standard for sensitive patient data protection. Any agencies that deal with protected health information (PHI) must have physical, network, and process security measures in place and follow them to ensure HIPAA Compliance.

FieldWorker

Ready to See FieldWorker.ai in Action?

Schedule a demo and discover how our all-in-one platform can help your agency work smarter, stay compliant, and achieve better outcomes.