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How to Choose the Right Agency Management Software 

Shereen Thomas
Mar 6, 2024
6 min
How to Choose the Right Agency Management Software

Struggling to pick the perfect Agency Management Software (AMS) for your home care agency? We're here to help! 

In this article, we'll share five key features you should consider when selecting an AMS as well as a selection of questions you should think about when assessing potential scheduling software.

What is Agency Management Software?

Agency Management Software (AMS), more often referred to as ‘scheduling software’, in the home care space refers to software solutions that streamline and optimize various aspects of home care service delivery.

AMS enables registered nurses, rehabilitative therapists, home aides, medical social workers, and case workers to streamline business operations, consolidate processes and workflows, enhance scheduling and caregiving responsibilities, and facilitate claims and insurance billing.

Some software products may include companion mobile apps for caregivers to access schedules and patient records remotely. While optional, certain systems may incorporate Customer Relationship Management (CRM) functionality to assist with leads and sales.

They are specifically tailored to meet the unique needs of home care agencies, caregivers, and clients, aiming to enhance efficiency, communication, and overall care quality.

5 Key Features to Consider When Choosing an AMS   

Here are five things you should look for when deciding on Agency Management Software for your home care agency.

1. Ease of Use

Navigating home care is complex enough; the last thing we need is an AMS to add to the complications. The software should be easy to understand and use without any complicated installation processes. 

Questions to consider:

  • Does the AMS provider offer training during the onboarding process?
  • What automation features does the software offer to avoid human errors?
  • Are the dashboards and reports presented in a clear manner?
  • Can you access the software on mobile and is it user-friendly?

2. Security Features

This is the most essential factor to consider. Your client's personal information is sacred and you need to ensure your Agency Management Software will keep this data safe and free of any security breaches.

Questions to consider:

  • Is the data submitted securely encrypted? How does the software ensure the protection of user data?
  • What is the privacy policy and how does it safeguard user information?
  • Is it easy for authorized users to access their accounts without compromising security measures?

3. Solid Industry Experience

There are many great AMS partners, but you need to choose one that is an expert in your specific industry (in this case, the home care industry).

You should consider selecting an AMS provider that has years of experience in home care or is explicitly designed for home care agencies so that you can ensure you're meeting the necessary industry requirements e.g. complying with regulations. 

Questions to consider:

  • Are their staff familiar with home care practices and terminology?
  • Can they provide testimonials from home care clients and/or have they won any awards?
  • What partnerships or associations do they have within the home care industry?

4. 24/7 Support

The best AMS partners understand that even with top-notch software, challenges may arise. That's why they go the extra mile by providing round-the-clock support for their clients.

You need to be able to reach their support team at any time and receive timely feedback to avoid lengthy hours, or even days, of downtime. 

Questions to consider:

  • Is 24/7 support critical for my home care agency?
  • Are there any additional costs involved for this feature?
  • How reliable is their 24/7 support team and what channels are available i.e. phone, email, live chat, etc.?

5. Tailored Offerings

Your AMS partner should prioritize your business needs, and be willing to tailor their services to match your specific requirements. With a flexible model, you have the freedom to fine-tune the resource mix to align with your evolving business needs as time progresses.

Questions to consider:

  • Does the AMS offer flexibility to customize features and workflows?
  • Does the AMS integrate with existing systems?
  • Can I add or remove modules as needed?

Streamlining The Way Forward

In conclusion, selecting the right Agency Management Software (AMS) is crucial for home care agencies to streamline operations and enhance care quality. Embracing a well-suited AMS can lead to increased efficiency, improved caregiver-client communication, and ultimately, better care outcomes for the clients served.

let us help you streamline your operations, book a call today!

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