Reporting Software for Home Care
Robust & Custom Reporting
Track revenue, payroll, hours of care administered, referrals, and more with access to 70+ reports within your AxisCare site.
Customized to Your Agency’s Specific Needs
Custom Reports Builder
With AxisCare’s Custom Reports Builder, you can easily create custom reports, giving you full visibility into every aspect of your agency.
- Select from 80+ visit related fields
- Filter by date, admin, and more
- Define order of fields, headers, etc
- User permissions for specific reports
- Easy exporting to Excel, CSV, and PDF
Product Tour
Report Customization
Generate actionable insights with AxisCare’s custom reports for data-driven operational decisions.
Your Data at a Glance
Industry-Leading Business Intelligence
Collect, visualize, and analyze your data to gather relevant and actionable insights, helping you make data-driven business decisions.
Easily view important metrics such as:
- Gross revenue
- Gross profit
- Hours billed
- Active clients
- Converted leads
- Referral source statistics
- Caregiver turnover ratio
- New applicants
- Applicant to hire hatio
- And more…
Reporting FAQs
AxisCare provides a comprehensive library of customizable reports to give you complete visibility into agency operations. From day-to-day scheduling to long-term business performance, AxisCare gives you the reporting tools needed to make well-informed, data-driven business decisions.
Our reporting capabilities include:
- Scheduling: Missed visits, upcoming shifts, and trends
- Billing & Payroll: Invoice summaries, payroll exports, and financial performance
- EVV & Compliance: Visit verification statuses, rejected claims, and audit readiness
- Caregiver & Client Reports: Active/inactive statuses, certifications, service history
- Marketing & Referral Tracking: Revenue by referral source and pipeline insights
Yes, AxisCare reports are customizable and designed with flexibility in mind, so you can easily tailor them to fit your agency’s unique needs. Most reports allow you to apply filters, such as date ranges, payers, clients, and caregivers. From there, you may choose which fields or columns to display.
You can also bookmark frequently used filters to streamline the reporting process. Select plans for agencies needing more advanced customization include access to Business Intelligence tools, offering tailored dashboards and deeper, exportable insights.
Absolutely. AxisCare offers reporting tools that help you track key caregiver performance metrics, including:
- Timeliness: Late clock-ins and clock-outs
- Visit Completion: Completed, missed, or canceled shifts
- Documentation: ADL and form completion
- Client Feedback: Ratings and comments via surveys, CareVisions, and the Points system
AxisCare reporting tools give your team the data they need to support ongoing coaching, recognize high performers, and deliver quality care. If you have specific metrics you’d like to track, our team is happy to explain the options and help you get the most out of your reports.
Auto Run helps reduce time spent manually generating reports each week or month, helping keep your team informed and your data always up to date.
Data security is a top priority at AxisCare. All report data is HIPAA-compliant, encrypted, and protected by strict access controls to ensure the privacy and security of your agency’s sensitive information.
Only users with the proper permissions can access report data, giving you confidence that client and caregiver information is handled securely.
To learn more about data security at AxisCare, click here.
Yes, AxisCare gives you full control over report access with customizable user permissions. You are able to grant or restrict access to specific reports, or entire reporting categories, based on each team member’s role.
Customizable user permissions ensure your staff only sees the information that is relevant to their responsibilities, helping you maintain data privacy and compliance across your agency.
