Introducing NEXT-GEN CRM

CRM: Client Relationship Management

Track every touchpoint with your clients complying with documentation requirements in a single HIPAA compliant platform with smarter analytics, AI/ML powered by default

Client Profile

Billiyo streamlines millions of data points to automate your workflow end-to-end from client intake to clinical documentation. Billiyo all in one home care software solution sets you apart from your competitors by automating the repetitive daily tasks and free your team to focus on what matter – your home healthcare patients!


A workflow optimimized to help you be more productive and reduce waste in your agency. Less data entry means less mistakes and more compliant


Boost your productivity by connecting the apps that you already use – Gmail, Outlook,  Quickbooks, SAGE, Dropbox through our  integrations.

Flawless Collaboration

Send documents to physicians, case managers and any other clients contacts using our secure eFAX or email features without ever leaving the application. Be more HIPPA compliant and reduce the manually faxing documents to the wrong person on entity.

Billiyo give you the seamless functionality to categorize documents so, you can easily preview, approve and send the right document to the right person or entity without the hustle and the “ops” with a simple click of a button. All of the sent communications for clients are saved and categorized for easy retrieval – which saves you time and money.

Multichannel IN REALTIME

Streanline tasks & notifications across multiple channels and respond to client, employees & contacts with integrated Email, eFax, in-app or text messages


Rest assured with  a clear client & employee notes and reviews that will automate compliance from your team at every step with a simple & intuitive design


Functionality that you can believe in. Billiyo packed so much features that are designed to be easy to use in a single platform that automates many of the day-to-day tasks


Reminders of tasks for client are automatically organized so you never have to remember details.


Secure eFAX, Email or Text all contacts (doctors, case manager etc.) without leaving Billiyo


Document incidents at the point of care and confidentially build a workflow around it.

Clinical Documentations

Access & document all patient medical records at point of care using Apple or Android devices

Care plans

Build a comprehensive care plans in minutes & care givers can acess them on their phone at anytime

Medications & Interaction

More than just medications lists. Schedule auto reminders on when to take the medications and more.


Go paperless and free yourself & team from manual paperwork – Auto-mitigate risks of compliance


Out of the box fully automated & customizable eligibility checks so your team are not left in the dark


Automated tasks triggered by activities on client account. Bye to posted notes & remembering tasks.

Use Caretaker mobile apps for:

(No internet required. Complete paperless)

  • e-Time sheets with Electronic Visit Verifications (EVV),
  • Employee schedule & availability
  • Caretaker notes and documentation
  • Incident reporting and documentation
  • Role-based access of client info. (i.e. name, medications)
  • Two-way-communication with the office
  • Document and photo sharing with office

Use QP Tablet app to document:

(No internet required. Complete paperless)

  • Clinical Documentations
    • Vital
    • Patient progress notes
    • Medications
    • Care plans
    • Home safety
    • Vulnerability assessments
    • Nutrition evaluations
    • DNR – DO NOT Resuscitate
    • Admission health analysis
    • Individual abuse plan
    • Doctor verbal order
    • Face-to-face encounter
    • Nursing visit record
    • OASIS-C2
    • Custom forms (create unlimited forms)
  • Supervisory visits report and caretaker evaluations
  • Patient intake and discharge documentation
  • Patient on-boarding (i.e. electronic signature collections)
  • and much more.

Billiyo free iOS & Android mobile apps are available to all your agency caregivers and qualified professionals.

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