This release gives caregivers a faster way to return to the portal, gives agencies more flexibility when setting caregiver pay rates by territory, and makes it easier to track referral sources. It also includes several improvements to billing, eligibility, scheduling, and settings.

Caregivers using the web portal and the mobile app can now quickly return to their session without entering their full login information every time they step away.

After the portal has been inactive for your agency's configured amount of time, it locks behind a 4-digit PIN. The caregiver can use the PIN to resume their session without signing in again.

iPhone:

Android:

Find it at: Settings > Policies > App Lock

You can now record caregiver absences and call-offs directly from the Shifts Calendar or an employee’s Schedule tab. This makes it easier to keep schedules and caregiver availability up to date.

Record call-offs, planned time off, and other types of absences directly from the schedule.

When an absence is approved, Careswitch identifies any overlapping shifts and gives you a chance to review them before they are unassigned.

Approved absences appear on the calendar and are included in the caregiver’s availability, helping ensure they aren’t offered shifts during their time off.

View a history of absence requests, approvals, and status changes in the caregiver’s activity feed.

Find it: Shifts Calendar or Employee Profile → Schedule Tab

Agencies can now set different caregiver pay rates based on where a client is located.

Create territories for your agency, assign clients to a territory, and set each caregiver's hourly rate for that territory. Careswitch automatically determines the appropriate rate when a shift is scheduled or accepted.

Find it at: Settings > Territories

You can now track where clients and referrals come from directly in Careswitch.

Create and manage your agency's referral sources, select a referral source when creating a client, and identify referral partners through the client's Connections tab.

Find it at: Settings > Referral Sources

This release introduces Telephony for caregivers working without a data connection, gives office staff a faster way to review payroll, and adds new options for communication, billing, and scheduling.

Caregivers working in areas without a data connection can now clock in and out by phone instead of driving somewhere to find a signal or calling the office.

The system automatically identifies the caregiver and shift and records the punch for EVV just like an app-based clock-in.

Reviewing a payroll run is now faster and easier with a new expandable view. Instead of opening each caregiver's timesheet individually, you can review employees, shifts, and individual line items from one screen.

Find it at: Payroll > Payroll Runs > Select a run

Claims now have additional safeguards to help prevent duplicate claim denials.

When a day has unbilled shifts for the same service, claim submission is blocked until the remaining shifts are billed or otherwise resolved. This prevents a day's service from being split across multiple claims.

Eligible agencies can also enable automatic claim submission after a billing cycle closes.

You can now mention coworkers directly in activity notes on client and employee profiles.

Find it at: Client or Employee Profile > Activity > Type @ in a new note

When emailing an invoice to a payer, you can now attach existing documents from the client's profile. This makes it easier to send required documentation with an invoice without sending separate emails.

Eligibility checks now more accurately identify payer mismatches.

This release makes claim submission smarter and helps catch billing issues before they lead to denials. It also introduces more flexibility when correcting completed shifts, improves eligibility checks and invoice activity tracking, and includes several performance and reliability improvements.

Claims can now be submitted automatically once they are ready, helping streamline the billing process while adding a safeguard against duplicate claim denials.

Billing Provider settings. Contact your account team to enable automated submission.

You can now change the billing policy on a completed shift without starting over. This is especially helpful when a shift was billed under the wrong policy or was temporarily billed as private pay while a Medicaid or VA authorization was pending.

This option is not available once a shift has been billed, paid, added to a reviewed invoice, or included on a submitted claim. These situations still require a manual correction.

Shift detail page > Billing menu > Change Policy

The invoice activity feed now provides a more complete history of what happened to a claim and its payments.

Invoice detail page > Activity

Eligibility checks are now more consistent and better at identifying actual payer mismatches.

Client Profile > Run eligibility check

This release brings more visibility and control to billing, scheduling, and caregiver management. You can now quickly see what’s outstanding and how long it has been owed, use AI to help match caregivers to open shifts, and track invoices consistently from submission through payment.

The new Receivables view gives you a clear picture of outstanding balances by payer and how long each balance has been outstanding.

Find it at: Primary Navigation > Billing > Receivables

Invoices and reimbursements now have a consistent invoice number that appears everywhere you need it, including invoice pages, PDFs, emails, payment pages, receipts, exports, and file names.

You can also search for an invoice by its number from invoice tables or global search. Invoice numbers match the numbers shown in QuickBooks, making it easier to track invoices across systems.

Careswitch can now use AI to screen eligible caregivers before they receive an open-shift offer. This helps ensure that caregivers are a better match for the client's needs before an offer is sent.

You now have more control over how mileage and travel time are handled for each payer.

Choose whether these items should be included on the payer's invoice and whether billing and payroll should use different values. For example, you can bill based on the caregiver's entry while paying the caregiver using an automatic estimate.

The caregiver app also prompts caregivers for the appropriate information when they clock out, and zero-rate mileage and travel items no longer appear unnecessarily on invoices.

You can now move individual billing items between invoices instead of moving an entire invoice.

This includes:

Select individual items or multiple items at once and move them to a single destination invoice. Moving an item does not change its rate or payer.

Invoices now help you identify missing billing items before they're sent.

When a billing period ends, the invoice page identifies shifts that are ready to add, need review, or were never worked. Use Add or Add All to quickly add eligible shifts.

New invoice statuses also include:

Send confirmations now also warn you when shifts are missing from an invoice.

Private-pay and reimbursement invoices can now be exported as complete submission packets, including supporting documentation.

Each packet includes a clear ready or not-ready status for its documents. Reimbursement packets also include proof-of-payment receipts for the paid primary invoices they cover.

Exports and filing documents to a client's profile are now separate actions, giving you more control over what gets added to client documents and what guests can access.

Creating recurring schedules is now simpler and easier to review before saving.

Weekday bill rates now also reflect the days you selected for the recurring schedule.

We've made several improvements to the caregiver experience in the Careswitch app.

We've made several fixes and reliability improvements across Careswitch.

Careswitch now talks to your accounting system, holiday pay applies itself, and a big round of polish lands across billing, scheduling, and the mobile app.

Connect your workspace to QuickBooks Online and your private-pay and VA invoices sync over automatically — no double entry. Map clients to QuickBooks customers with a guided setup, and when an invoice is fully paid in QuickBooks, it's marked paid in Careswitch too.

Set which hours count as holiday time and Careswitch applies your holiday rate rules for you — including overnight shifts that cross into or out of a holiday, where only the holiday portion gets the premium rate.

Reimburse caregivers without a workaround: add one-off expenses directly to a payroll run so supplies, parking, and other costs get paid with wages.

When a caregiver can't clock in themselves, the office can now mark the shift in progress on their behalf — from the shift detail page or right from the calendar — with the action recorded in the shift's history.

Caregivers can complete their matching profile right from the mobile app — including a guided setup with Looper — and agencies control who can view versus edit matching details with finer-grained permissions. Agencies can also keep internal matching notes that caregivers and guests never see.

Shift edits, policy changes, and invoice/claim changes now leave a much clearer trail: what changed, by whom, including shifts added to or removed from claims and invoices.

Payroll setup is now self-serve, and the miles your caregivers drive between visits pay and bill themselves.

When a caregiver works back-to-back visits in a day, Careswitch captures the mileage and travel time between them automatically — and flows both through to billing and payroll. Need an exception? Edit per-shift mileage and travel-time pay rates, and your overrides stick.

Set up pay schedules yourself, control who can see and run payroll with dedicated payroll permissions, and pick the payroll start day that matches how your agency works.

The caregiver app got its biggest refresh yet — a clearer home for every workday.

The caregiver experience is redesigned around what matters on shift: today's schedule up front, a cleaner shift detail view, and a simpler clock-in/out flow.

Caregivers can now view and edit their availability right in the app — the office sees changes immediately, and scheduling uses them for matching and conflict detection (including overnight shifts that cross midnight).

Set your agency's office hours for each day of the week, schedule closures ahead of time, and write your own closed message. When the office is closed, caregivers see a clear banner in chat — with when you'll reopen — on the web and in the mobile app, so after-hours messages come with the right expectations.

Scheduling now shows you the impact of every booking before you make it — and finding the right caregiver for a client is a ranked, scored shortlist instead of a guessing game.

As you book or edit a shift, Careswitch projects the client's authorization usage and warns you the moment a booking would exceed the authorized amount — including day-of-week and time-of-day restrictions on the authorization. The same utilization view is available on the shift page, the calendar hover card, and shift cancellation, so you always know where a policy stands.

When a shift needs coverage, Careswitch ranks available caregivers with a score built from distance, availability, qualifications, language, and existing connections with the client — so the best match rises to the top.

Offering shifts is now one clear flow: send a direct offer to one caregiver or an open offer to many, with reminder notifications so offers don't go stale, decline reasons recorded in the activity feed, and client matching criteria shown right on the post.

Your whole organization gets one view, the Careswitch assistant does more of the busywork, and notifications keep everyone in the loop.

Agencies with multiple branches can group them and see everything in one place: a cross-workspace dashboard with consolidated analytics, one workspace switcher, and an assistant that can answer questions across all your branches.

The Careswitch assistant now shows its work with live progress, handles files you upload, produces real downloadable file outputs, and can help across more of the product — from archiving clients to posting open shifts — while respecting your permissions with a read-only mode.

Family members and other guests get notified about billing and shift changes; the office gets notified when policies are approved or rejected and when a claim is rejected — and the notifications menu is easier to filter and read.

Our biggest set of billing upgrades yet: new policy types that keep billing moving through authorization gaps, flexible invoicing and delivery methods, and much finer control over what lands on every invoice.

Waiting on an authorization renewal no longer stalls your billing. Provisional policies cover authorization gaps and renewals: shifts keep scheduling and billing normally, and claims are held until the real authorization is on file.

Track reimbursable care alongside primary billing. Reimbursement policies run in parallel with a client's main coverage and auto-generate reimbursement invoices — with clear utilization projections, and travel time and mileage handled correctly.

Choose how each payer gets invoiced — Embedded Billing, Email, Fax, Payer Portal, or Print & Mail — with sending, downloading, and care-note attachments built into one flow. Billing frequency is configurable per payer (monthly, weekly, or biweekly) with an explicit billing start day, and invoice copies can go to multiple parties.

Move whole shifts or single line items between invoices, in bulk or one at a time; remove shifts from open third-party invoices; and let cross-midnight overnight shifts bill at two rates and split across the right billing cycles.