Built by a franchise owner. For franchise owners.
18 live dashboards, a daily AI briefing, HCSSA compliance tracking, and marketing automation — all fed from live AxisCare data. No more running the agency from a dozen browser tabs.
Scheduling lives in AxisCare. Compliance deadlines live in the RN's head. Financials live in QuickBooks. Reviews live in Google. Marketing lives in Canva. Nothing talks to anything.
Let me check the data…
Sage is the Business IQ chat sitting on top of every portal page. She doesn't search documentation — she queries your live agency data and cites the source row for every answer:
Every answer cites the specific AxisCare row, custom form, or KPI source so you can verify in 2 clicks.
"I was running our office from a dozen browser tabs and a running Slack of 'did anyone follow up on…' So I built the portal I wished I had."
The portal runs in production on our own AHHC office today — every dashboard you see in the demo is something we built because we needed it Monday morning.
Every morning at 8 AM, the portal pulls fresh AxisCare data, runs it through rule engines for every operational domain, and publishes results to 18+ dashboards — plus emails a daily briefing to the owner and operations team.
From the morning operational pulse to the Sunday-night strategic read — every workflow has its own page.
Today's schedule, unassigned shifts, yesterday's verification rate, payroll watch. Emailed at 8 AM + live on the portal.
Weekly executive summary: schedule integrity, QAPI readiness, action queue, watchlist caregivers, revenue run-rate.
Sunday-night read: revenue, headcount changes, business development, clinical risk, top referral sources.
HCSSA Phase 1 readiness score with check-by-check findings. Green / Yellow / Red status with audit trail.
High-acuity client roster, caregiver competency matching, triage review queue, critical misassignments.
30-day scoreboard ranking every caregiver on no-shows, late clock-ins, cancellations. Gold / Silver / Coach / Watchlist badges.
Flight-risk scoring per active caregiver — reasons, anniversaries, birthdays, milestone check-ins. Retention at a glance.
Recurring schedule vs reality. Missing visits, broken patterns, integrity %. The scheduler's daily work queue.
EVV clock-in anomalies — catches "buddy punches" and data-entry errors. Mandatory for Medicaid compliance.
Every referral source ranked by annualized revenue. Which partners are hot, which have gone cold, who's unattributed.
Every active caregiver mapped to their HCSSA training queue. Onboarding + specialty + annual, prioritized by acuity exposure.
Workstream tasks + CEU tracker for the RN leading the agency's transition to RN-delegated care.
Ask your agency anything. "Who's at flight risk?" "How's QAPI trending?" "Which referral sources went cold?" Every answer cites its source.
One-click auto-draft for Client and Caregiver newsletters. Live stats auto-fill the intro; marketing edits from a warm start.
Content generator for FB / IG / GBP / LinkedIn. Pick a type, pick platforms, click Generate — four platform-tuned drafts in seconds.
Leadsnap geo-grid heatmap embedded live. Top-10 competitor intel, review monitoring, citation consistency.
Per-role performance pay tracking — HR, scheduler, clinical, marketing. Current earnings, tier progress, bonus-on-track.
Auto-drafts the Franchisor's weekly royalty submission — schedule details, terminations, revenue. 30-min Monday chore becomes 2 minutes.
Retention Radar scores every active caregiver on flight risk using no-show patterns, hour drops, cancellation history, and engagement signals. Bands them High / Concern / Watch / Low with the specific reasons. AxisCare doesn't do this — turnover stays a surprise. Here it's an early warning system.
30-day rolling reliability score per caregiver: no-shows, late clock-ins, on-time rate, cancellation breakdown by source. Gold / Silver / Coach / Watchlist badges make coaching priorities obvious. AxisCare tracks individual events; this rolls them into a fairness-to-the-team scoreboard nobody else builds.
Weekly executive brief built for owners — past-week revenue, next-week projection, headcount changes, schedule integrity, GPS coverage, clinical risk concentration, referral pipeline, and top sources by annual run-rate. Read Sunday evening; walk into Monday already mapped out.
QAPI Phase 1 check-by-check: terminated caregivers still on schedule, orientation gaps, stale assessments, open compliance tasks. Green/Yellow/Red status with every finding linked to the source record. Survey day becomes a printout, not a panic.
31 workstream tasks across Fast Lane, CEUs, Caregiver Academy, Marketing, Tech, HR, and Governance — each with full instructions, dependencies, and resource links to BON Rule 225 / TAHCH / Slusher Consulting. Plus a CEU tracker counting hours toward the RN's renewal deadline.
Per-role bonus dashboard tied to outcomes — HR, Scheduler, Clinical Lead, Marketing. Bronze / Silver / Gold tiers with transparent math, current earnings vs cap. Motivates staff without you running spreadsheets every payroll.
The portal is a stack of proven open pieces. No proprietary scoring you can't verify.
Clients, caregivers, visits, credentials, custom forms.
Cron Mon–Fri 8 AM + Sun 7 PM.
One module per domain — QAPI, retention, ROI, compliance.
Pages, RBAC, entities, native AI chat, share tokens.
Daily briefing + weekly digest + owner strategic brief + live dashboards.
We're piloting with a handful of franchise owners ahead of the SaaS release. If you own or operate a home care agency and want to see the portal running on your data, reach out.
