Visits and open shifts
The problem: Client meetings are booked in personal calendars.
What you get: Schedule shifts and visits in the web app and post open shifts. Staff use the mobile app.
account_balance
Financial services
Client visits, signed documents, and staff time.
Schedule client visits, collect digital signatures, and keep documents with the client record.
- Web app for the office
- Mobile app for the field
- Geofenced clock-in
- Chronix AI
- REST API
How it helps
Where the day breaks down, and what replaces it.
Each problem below is paired with the part of CareChronix that handles it.
Clock-in at the visit
The problem: Time on site is estimated after the appointment.
What you get: Geofenced clock-in and clock-out is saved with the shift. Staff clock in at the location and clock out before leaving.
Credentials and expiry
The problem: License dates are tracked on a spreadsheet.
What you get: Store documents and credentials, and track expiry.
Forms and signatures
The problem: Applications and contracts are emailed as attachments.
What you get: Send forms to employees, applicants, or clients. Collect digital signatures, contracts, and uploads.
Notes and the audit trail
The problem: Meeting notes are not tied to the visit.
What you get: Save notes, incident reports, and tasks with the visit. The record stores the type of work, client, staff member, date, location, and start and end time. Changes stay in an audit trail.
Mileage and reports
The problem: Travel and visit hours are added up by hand.
What you get: Track mileage on its own or with a shift. Run reports for clients, employees, shifts, mileage, documentation, and tasks.
Before and after
Scattered tools become one workspace.
Before
- Shared calendars
- Spreadsheets
- Paper forms
- Mileage sheets
- Separate client files
After
One platform
Visits, clock-in, credentials, and signed documents in one workspace.
- Visits and open shifts
- Clock-in at the visit
- Credentials and expiry
- Forms and signatures
- Notes and the audit trail
- Mileage and reports
Chronix AI
Ask your records a question. Get an answer.
Chronix AI is built into CareChronix. Admins ask in plain words, and it answers from the company's own records. Open it from the Chronix AI button in the web app or the Assistant button in the mobile app.
You stay in control. When Chronix AI drafts a task or a shift, nothing is created until you press Approve.
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Search any record
Clients, workers, visits, service notes, incidents, credentials, mileage, and tasks.
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Draft tasks and shifts
Describe the task or shift. Review the draft, then approve it.
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Expiring credentials
Employees with credentials expiring in the next 30 days.
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Missed visits and missing notes
Clients with missed visits, and visits missing service notes.
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Incomplete training
Employees who have not completed required training.
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Help with notes
Workers can fix grammar, summarize notes and incident reports, and spot missing details in their own documentation.
Pricing
Simple monthly pricing.
Plans start at $150/month. Final pricing depends on your team and requirements.
Security and privacy
Account and operational data is protected in transit and at rest.
FAQ
Questions
Can advisors clock in at a client visit?
Yes. Geofenced clock-in and clock-out is saved with the shift.
Can clients sign forms?
Yes. Send a form and collect a digital signature.
Can we track license expiry?
Yes. Store credentials and track expiry.
Who can see a client file?
You set admin, manager, employee, and client access. Other roles can be configured.
How are visit hours reported?
You can run itemized reports. Payroll and external-system integration depends on your configuration.
See it with your team.
Fifteen minutes. We will walk through scheduling, clock-in, and the records you keep today.