From referral source to admitted client.
Capture prospects, referral sources, intake documentation, conversion, admission, and service periods without losing the original relationship context.
One connected care operation
GentlePathCloud connects the people, plans, work, payer context, and financial follow-through that make a home-care agency run.
Operational record
Sample service period · Current view
What follows the work
Plan
Goals & services
Schedule
Caregiver assigned
Verify
Work reviewed
Collect
AR in view
Today
event_available46
scheduled visits · 31 completed
Authorization
tune37.5
hours remaining
120.0 authorized · 82.5 delivered
The canonical operating flow
The platform is intentionally organized around the handoffs that usually force agencies to re-enter, reconcile, and reconstruct information.
01
Referral sources and prospects.
02
Structured admission context.
03
Service periods and care plans.
04
Payer-approved service context.
05
Ready caregivers to planned work.
06
Attendance and actual service.
07
Review performed work.
08
Create billable work and invoices.
09
Payments and AR follow-through.
In parallel · the caregiver lifecycle
Workforce readiness is part of the same operating model. The person doing the work arrives with the status, documents, availability, and service context the agency needs.
Product pillars
Each pillar is useful on its own. The advantage is what carries between them.
Capture prospects, referral sources, intake documentation, conversion, admission, and service periods without losing the original relationship context.
Keep one person and client history while separating the current service period from prior episodes. Care profiles, documents, contacts, services, goals, and plans stay close to the work.
Manage the caregiver lifecycle from application and hiring through onboarding, required documents, compliance/readiness, availability, scheduling, and work.
Keep shifts, office-assisted attendance, caregiver clock-in/out, actual start and end times, work records, work events, care documentation, and missing-check-in alerts in one trail.
Connect payer authorizations and authorization lines to delivered service, verified work, utilization, rate resolution, billing entries, invoices, payments, and AR.
Keep incidents moving from submitted to review to resolution, preserve append-only history, and give administrators a clear record of activity, permissions, ownership, and change.
Revenue lifecycle
Private-pay billing is not an afterthought. Connect billing accounts, responsible parties, rates, invoices, payments, allocations, refunds, reversals, and accounts receivable to the completed work that started the process.
check_circleConvert completed service into billable work and invoice lines
check_circleSee payment status and outstanding balance in context
check_circleSupport cards, ACH states, refunds, reversals, and reconciliation workflows
Revenue center
Illustrative data · no customer information
Invoiced
$84,620
This month
Collected
$71,400
Settled
Outstanding
$9,870
Open AR
Pending ACH
$3,350
In progress
Completed
Verified
Invoice → payment → AR
Caregiver readiness
Illustrative workforce view
Active caregivers
42
Current workforce
Documents expiring
04
Needs attention
Readiness checklist
2 incompleteWorkforce operations
Applicant tracking, hiring transition, onboarding, compliance/readiness, required documents, availability, and work belong in the same system as the client and service context.
Know what is verified, incomplete, expiring, or blocking assignment.
Move from applicant to work without losing the person’s operational history.
Governance and oversight
Structured care plans, signed evidence, immutable version history, incident lifecycle records, role-based access, and operational audit trails support accountable workflows without making broad legal or certification promises.
Preserve signed versions and approvals while keeping the active plan clear.
Track submitted, under-review, and resolved work with append-only history.
Oversight center
Illustrative operational view
Care plan version approved
10:42 AMSigned evidence preserved · Active version updated
Service record correction recorded
9:18 AMReason and actor retained in history
Incident moved to under review
YesterdayOwner and next action visible
05
Access roles
03
Open incidents
12
Follow-ups
A SaaS foundation for agencies
GentlePathCloud is built as a multi-tenant SaaS platform with a centralized control plane and agency-specific data boundaries. The result is one operating model that can support multiple agencies without blending their records.
Centralized platform operations support agency provisioning and shared product evolution.
Each agency operates in its own tenant data environment with hostname-based resolution.
Permissions and actor history help keep each workflow accountable to the right role.
Clearly marked roadmap
The current platform is focused on the operating record described above. These capabilities are future-facing and are not represented as shipping today.
A governed family-facing experience for selected client information and workflows.
Expanded electronic visit verification and voice workflows remain future work.
Expanded Medicaid, MCO, VA, and payer-specific electronic billing/export workflows.
Policy-aware APIs, agent-assisted workflows, AI support, payroll, and deeper operations dashboards.
Roadmap timing and availability are subject to change. Payroll, EVV certification, unrestricted autonomous access, and broad payer integrations are not current product claims.
See the full picture
Bring your current process. We’ll show you how GentlePathCloud connects the operational record from referral to revenue.
check_circleSee the platform through your roles
check_circleTrace planned care through verified work
check_circleDiscuss your billing and oversight workflow