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Built for home health & I/DD providers in Ohio, Texas, Florida, California — and every other state

Stop assembling your audit the night before the surveyor arrives.

CareConnect HR keeps every caregiver's documents, training, and background checks current automatically — so when the state calls, you're already ready, not scrambling.

7 stepsBackground check screening, fully tracked
HHA + DSPSeparate compliance tracking for each
One clickAudit-ready PDF, any employee, any time
Overall Compliance Score

BrightStar Home Care

Live
0%

Excellent standing

Updated automatically, every day

CPR Certification — J. WilliamsExpiring soon
Background check — M. BellComplete
HIPAA training — A. DavisComplete

What you'll actually be looking at

Not a mockup for the sales page — this is the real product.

The same screens your team uses every day, shown here in light mode.

app.careconnecthr.co/dashboard
CareConnect HR
Dashboard
Employees
Documents
Training
Onboarding
Compliance
Background Checks
Reports
Alerts
Settings

Dashboard Overview

Welcome back — here's your agency's compliance at a glance.

Total Employees

128

Compliant

112

At Risk

12

Non-Compliant

4

Employees who need attention

Maria GarciaTB Test
James WilliamsBG Check
Tiffany BrownTraining

Overall compliance

92%

Excellent

Everything, at a glance

The screen your admin actually opens every morning — every employee's status, sorted by what needs action first.

9:41●●●

Hello, Jennifer!

Here's where you stand today.

94%

Compliant

12

Documents

8

Training

5

Forms

98

Onboarding

Your team's view

Every caregiver gets this on their own phone — their documents, training, and forms, always current.

Paperwork, gone

Every form gets signed on a screen — never printed, scanned, or mailed again.

Direct deposit forms, HIPAA acknowledgments, the employee handbook, anything your agency needs signed — filled out and signed right on a phone or laptop, the way DocuSign works, but built into the same place everything else already lives.

  • Legally binding electronic signatures, timestamped automatically
  • Every signed document stored permanently in that employee's file
  • Pull up any signed form, instantly, the day an auditor asks for it
Direct Deposit Authorization
Form #DD-2026
EmployeeJennifer Williams
Bank name••••••••4821
Account typeChecking
✓ Signed & completed

Onboarding, actually fast

A new hire's entire onboarding, done in the time it takes to make coffee.

Add someone as an HHA or DSP and CareConnect HR automatically assigns the right application, forms, training, and background check steps for that role — no admin sitting there building a checklist by hand for every single new hire.

  • The right checklist applies itself based on role — HHA or DSP
  • Forms, training, and background checks assigned the moment someone's added
  • One progress bar shows exactly what's left, for every new hire
Jennifer Williams — Onboarding
Started 12 min ago
✓Employment application
✓Direct deposit form
✓I-9 verification
✓Employee handbook acknowledgment
···CPR certification upload
·Orientation training

Background checks, fully tracked

All seven required screenings, per employee, with nothing left to remember.

SAM.gov and OIG exclusions are federal, so every agency gets them automatically. On top of that, CareConnect HR adds your state's own required screenings — Ohio's list (shown below) includes its Abuser Registry, Medicaid exclusion list, and Nurse Aide Registry — with the same automatic matching built in for every other state, each one tracked with its own completion date.

  • All 7 steps in one place, per employee — no separate spreadsheet
  • Upload evidence directly against each completed step
  • Instantly see who's still missing a step, agency-wide
7-Step Background Screening
Ashley Davis
SAM.gov Exclusion Check✓ 06/02/2026
OIG Exclusion List✓ 06/02/2026
Ohio Abuser Registry✓ 06/03/2026
Medicaid Exclusion Database✓ 06/03/2026
BCII Criminal Background Check✓ 06/05/2026
Ohio Nurse Aide Registry✓ 06/05/2026
Reference Verification✓ 06/06/2026

Training, built for both sides of your agency

HHA in-service hours and DSP-required trainings — not treated like the same thing, because they aren't.

Your HHAs need their annual in-service hours. Your DSPs need incident reporting, behavior support, and person-centered planning. CareConnect HR keeps a real course library for each, tracks completion separately, and never mixes the two up — with state-specific training content expanding state by state.

  • A real course library, not a folder of PDFs someone has to chase down
  • Progress tracked automatically as each course is completed
  • Built-in quizzes confirm the training actually landed
Training Library
By program

HHA in-service

HIPAA Compliance100%
Infection Control100%
Patient Rights85%

DSP training

Incident Reporting100%
Behavior Support92%
Person-Centered Planning78%

For your clients

Your clients get their own portal.

The same CareConnect HR app, with a view built for the people you serve: they sign and upload without a stack of paper, and you always know what is still outstanding.

The client portal

Clients sign their intake forms and upload their documents, from their own phone.

Add a client, send an invitation the same way you invite employees, and they log in to a simple portal that shows which agency they're with and exactly what's waiting: forms to sign, files to upload, and signed copies to keep.

  • Intake form, service agreement, client rights, privacy acknowledgment, consents, and advance directive information, ready to send, or write your own
  • Plain, large-type screens; draw a signature with a finger and the signed PDF is saved for both of you
  • Ask for a photo ID or insurance card; clients snap a photo, you approve it or ask for a clearer one
  • Automatic email reminders for anything still unsigned or not yet uploaded
CareConnect HRMargaret · BrightStar Home Care

Welcome,

Margaret

3 of 7 done

4 things left to do

Client Intake Form New

Contact details, emergency contacts, health information, and what help you need.

Review and sign
Photo ID

A clear photo of your driver license or state ID.

Upload
Home
Forms4
Documents
Uploads1
More

Document templates are plain-language starting points. Have your attorney review them for your state and programs. You can also write your own documents and save them as reusable templates.

The way most agencies still do this

A binder, a spreadsheet, and a caregiver whose TB test expired three weeks ago.

None of this is anyone's fault. It's what happens when compliance is tracked by hand across a dozen employees, a dozen renewal dates, and a dozen different pieces of paper.

Renewals slip through

CPR certifications, TB tests, and licenses expire quietly in the background until someone happens to notice — usually during a survey.

Turnover means starting over

Every new hire means re-running the same seven background check steps, the same training, the same forms, by hand, from scratch.

Audits eat a week

When the state calls, someone spends days pulling personnel files together instead of running the agency.

What CareConnect HR actually does

Everything that keeps an agency compliant, in one place.

Built directly from what HHA and DSP agencies are required to track, tailored to your state — not a generic HR tool with compliance bolted on.

Employee & compliance tracking

Every document, certification, and training assignment for every employee, with a live compliance score that updates the moment something changes.

Training & onboarding

A built-in course library covering incident reporting, HIPAA, infection control, and more — plus automated new-hire workflows that assign the right forms and training the moment someone's added.

Background check screening

Federal checks (SAM.gov, OIG) plus your state's own required screenings — automatically matched to where you operate — tracked per employee with upload and completion dates.

Audit-ready reports

Eighteen report types, any date range, any employee — exported as a real PDF or CSV, ready to hand to a surveyor or file for your own records.

Alerts that catch it early

Expiring documents, incomplete training, low compliance scores — flagged automatically, weeks before they'd become a problem in an audit.

Built-in AI, where it actually helps

Drafting a training course, building a form from a prompt, or writing a Plan of Correction — not AI for its own sake, just the tedious parts handled.

A portal for every client

Clients get their own login to see which agency they're with, read and e-sign intake forms and agreements, and upload their ID and insurance card from their phone.

Nurse supervision & countersigning

Nurses run supervisory visits, HHA competency checklists, and annual evaluations in the app: assign the form, review it when it's done, and countersign, with the signature recorded.

Reminders that chase for you

Documents still unsigned or files not yet uploaded? Clients get a friendly email reminder on the schedule you set, so nobody has to make the phone calls.

When something does go wrong

A finding shouldn't mean an afternoon at the keyboard.

Describe what happened. CareConnect HR drafts a complete, professional Plan of Correction — finding, root cause, corrective action, monitoring plan — ready to review and submit.

You describe the finding in plain language, the way you'd explain it to a colleague.

It drafts the full document, formatted the way a state reviewer expects to see it.

You review and download it as a PDF — every plan is saved to a permanent corrective action history.

AI Plan of Correction

Finding: TB test expired for 3 caregivers before renewal was completed.

Root Cause

Renewal tracking relied on manual calendar reminders, which were missed during a period of high caseload.

Corrective Action

Automated 30-day expiration alerts now route to both the caregiver and HR lead

Getting started

Live in an afternoon, not a quarter.

01

Add your team

Import your roster, assign roles, and CareConnect HR automatically applies the right onboarding checklist for HHA or DSP staff.

02

Let it track what's due

Documents, training, and background checks stay current on their own — you get a heads-up weeks before anything expires.

03

Walk into your next audit ready

Pull a complete, professional compliance file for any employee — or the whole agency — in one click.

How this works

Watch CareConnect HR, start to finish.

A real two-minute walkthrough of the agency admin portal and what your caregivers see on their phone — built from the live product, not a mockup.

A real walkthrough, not a mockup

See CareConnect HR in two minutes.

Turn your sound on for narration

CareConnect HR

Every screen is the real CareConnect HR app — nothing staged.

HHA

Onboarding, training, and background checks — matched to exactly what an HHA role requires.

The right forms, in-service hours, and screening steps get assigned the moment someone's added as an HHA — the same real checklist your agency already runs, just automatic instead of rebuilt by hand for every new hire.

DSP

Compliance built around I/DD requirements, not bolted on from an HHA checklist.

Incident reporting, behavior support, person-centered planning — the training and background check steps your DSPs actually need, tracked separately from HHA requirements so the two never get mixed up.

CareStaff & nurses

Supervision and evaluations, done in the app.

Your HHAs, DSPs, and nurses all work from the same app. Nurses get two extra tabs so supervisory visits and evaluations never wait in a binder for a signature.

The nurse portal

Supervisory visits, HHA competency checklists, and annual evaluations, all in the app.

A nurse's portal looks just like an employee's, with two additions: a Clients tab and a Team tab. Assign the form, let the caregiver complete and sign it, then review and countersign. Nothing waits in a binder for a signature.

  • Assign any form to your caregivers, including your own supervisory visit, competency, and evaluation forms
  • A "needs your countersignature" list on the nurse's home screen, so nothing slips
  • Send clients face-to-face sheets and consents, then countersign once the client signs
  • Every countersignature is recorded with the date, time, and device, and can't be changed afterward
Needs your countersignature
3 waiting
HHA Competency ChecklistJennifer Williams · completed today
Countersign
Supervisory VisitMarcus Bell · completed yesterday
Countersign
HHA Annual EvaluationAshley Davis · completed Tuesday
Countersign
Face-to-Face Encounter SheetMargaret Ellis · signed by client
Countersign
Supervisory VisitTiffany Brown · countersigned
✓ Done

Document templates are plain-language starting points. Have your attorney review them for your state and programs. You can build your own forms with the AI form builder or by uploading your own PDF.

What this looks like day to day

The kind of relief agencies describe once it's running.

"The state surveyor asked for a personnel file. I had it downloaded before she finished the sentence."

Office ManagerSmall HHA agency, Central Ohio

"I stopped keeping a separate spreadsheet for background checks. That alone was worth it."

HR CoordinatorI/DD provider, North Texas

"New hires used to take me a full morning to set up. Now it's the checklist, done, next person."

AdministratorHome health agency, South Florida

Pricing

Every plan gets full compliance tracking and every AI tool. Professional adds one-click audit packets.

Compliance & document tracking, background check management, training workflows, AI tools, and the full report library on every tier. No setup fee, no processing fees, no long-term contract — billed monthly, starting the day you sign up. Pay by card or directly from your bank account.

Starter

$99 /month

For small agencies just getting off spreadsheets.

  • Up to 15 employees
  • Compliance & document tracking
  • Background check management
  • Training & onboarding workflows
  • AI tools & Plan of Correction generator
  • Full report library
Get started

Enterprise

Custom pricing

For multi-location and larger agencies.

  • 50+ employees, unlimited
  • Compliance & document tracking
  • Background check management
  • Training & onboarding workflows
  • AI tools & Plan of Correction generator
  • Full report library
  • Full Agency Audit Packet
  • Priority support

Your next audit could be the easy one.

Set up your agency today — most take under an hour to get their first employees fully on the system.