Home care

Your home care operation, in real time and paperless.

Schedules, patients and treatments managed from any device. Full visibility over every intervention.

The problem

Operational chaos is limiting your growth

Operations run on spreadsheets and outdated systems. Without real-time visibility into schedules, patients and treatments, coordination fails, care continuity breaks down, and scaling your network becomes impossible.

Schedules are updated through spreadsheets and messages, so changes reach the team late.

Visits are recorded in separate places, making it hard to verify who saw a patient and when.

Clinical information is scattered across professionals, breaking continuity between shifts.

Without real-time indicators, spotting gaps and expanding the operation takes too long.

The solution

Modular platform for home care operations

Digitize the entire operation: schedules, patients and treatments live, accessible from any device. Every intervention traced.

How Simfinix works

  • Real-time management of schedules, patients and treatments
  • Every intervention traced: who, when, what
  • Comprehensive patient view
  • Decision dashboard for operations and management

How it works

From admission to billing, on a single platform

This is how Simfinix covers each patient's full journey.

  1. 01

    Admission

    The patient enters the system

    The front desk logs the request with the patient's and the case's details. With the ID number, Simfinix checks whether an active case already exists.

    • Complexity A, B, C or D
    • Agreement, modules, services and supplies
    • Case operator assigned
  2. 02

    Case

    One case, the whole follow-up

    A confirmed request becomes a case: the hub where authorizations, scheduling, progress notes and billing are managed.

    • Operable and reportable cases
    • Status of every authorization
    • Direct access to each operation
  3. 03

    Care plan

    What is provided, how often and until when

    Authorized services are loaded with their frequency and validity, along with supplies and the agreement with each professional.

    • Frequency and validity drive the schedule
    • Supplies with vendor, cost and orders
    • Care agreement per professional
  4. 04

    Providers

    The right professional, close to the patient

    The map search filters by specialty and the patient's address, showing each provider's work area and status.

    • Map with work area and address
    • Active, possible and cancelled statuses
    • Licenses verified with SISA
  5. 05

    Schedule

    Every visit, on the calendar

    Visits are scheduled within what was authorized: the platform checks hours on shifts and frequency on visits.

    • Calendar or list view
    • Overlap warning on shifts
    • Blocked if frequency is exceeded
  6. 06

    Care and progress notes

    What happened at each visit, on record

    Each visit gets a progress note with its type, description and attachments, and you choose who sees it: the payer or the providers.

    • Notes with attachments
    • Visibility by recipient
    • Tasks for the team
  7. 07

    Billing

    Billable or debitable, no spreadsheets

    With the care plan in view, each visit is marked billable or debitable. Debiting requires a reason.

    • Split view with the care plan
    • Bulk status changes
    • Mandatory reason when debiting
  8. 08

    Consolidation

    From the case to the ERP

    Billable visits are consolidated and reported to the billing system. Each submission creates a downloadable settlement.

    • Individual or grouped submission
    • Settlement as PDF
    • Retry if the ERP fails

See Simfinix for home care